How We Help

peace of mind

Our broad portfolio of products and providers allows our advisors to be objective in their advice. We make recommendations based on what’s right for you.

Talk with an Advisor

Our Solutions

Head in the Right Direction

No matter where you are in life, a plan for your future is essential. We take the time to get to know you and your unique needs, so that all of your fears are alleviated and you can feel confident in all the years to come.

Converting assets to income in retirement

Covering health care expenses in retirement

Building assets and protecting them from risk

Leaving a financial legacy

Helping You Navigate Health, Wealth and Insurance

The Futurity First Client Experience

Our clients are our top priority. We take the time to get to know each one individually, so that we can best evaluate their needs and devise a plan that makes them confident in all the years to come.

Connect Your Way to Understand Your Health & Wealth Goals

Call, Click, Mail or Meet

However you prefer to connect, we meet with you to better understand your health and wealth goals.

Our tools compile your goals and create a custom blueprint for how you can accomplish them.

Envision Your Future

Using our state-of-the-art tools, we compile your goals and create a custom blueprint for how you can accomplish them.

Futurity First advisors find the products that are right for you and your family.

The Right Solutions for You

Based on your unique situation and your local health care providers, we find the products that are right for you and your family.

A dedicated representative will execute your plan and remain in close contact to answer any questions you have.

Gain a Dedicated Representative

Once you’ve signed off on your plan, we then execute it and remain in close contact to answer any questions you have along the way.

Income Protection

It can be daunting to think about how you will leverage your assets to replace your paycheck in retirement. We will work with you to understand your income needs and develop an income plan that is safe from market risks and life events.

Annuities

Life Insurance

Retirement Income Planning

Social Security Optimization

Tax Strategies

Healthcare Planning

You have many options to pay for your health care in retirement, but it can be confusing trying to find the right solution for you. Once we understand your needs, we will shop a variety of plans and carriers and provide you with only the best choices.

Medicare Supplement

Medicare Advantage

Prescription Drug

Dental

Hearing

Hospital Indemnity

Vision

Legacy Planning

You’ve spent a lifetime providing for your family; you want to be sure they are taken care of when you’re gone. Our advisors will work with you to ensure that what you’ve built—whether it’s a business or your personal wealth—leaves a lasting legacy that reflects your wishes.

Estate Planning

Wealth Transfer

Business Continuation

Life Insurance

Educational Workshops

Attend a Local Workshop

Hosted online and in-person, our free educational workshops aim to help community members better prepare for their future. Contact an advisor for information on how you can attend an educational workshop.

Find a Branch Near You