Licensed In All 50 States

Quarterly Client Review

When you join The America Direct Family it is more than a one time occurrence. We follow your journey through retirement and beyond including making sure

any Legacy Bequeaths are carried out to your exact wishes. Keep in mind we are also attorneys with many years of Estate Planning and Document Review. To this end we offer on going a quarterly review:

1. In-House Estate Planning Document Review;

2. All Insurance Policy Review including Life, Annuity and Long Term Care;

3. Budget Review;

4. Chronic Illness Review

Our Team of Advisors are always available to discuss your Retirement needs !

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Specializing in
Principal Protected Products
For Your Retirement