Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

What We Offer

At Prodigy College Planning & Retirement Solutions, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

The Prodigy College Planning & Retirement Solutions, LLC Process

We offer services in these four areas:

Growth

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Annuities

Preservation

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Settlements
Disability Income Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Giving

Provide for the people and causes you care about the most.

How?

Legacy planning

College Planning

Learn strategies to help make higher education more attainable for your children or grandchildren.

How?

Educational IRA
Coverdell Savings Accounts

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
IRA & 401(k) Rollovers
IRA Legacy Planning
Individual and Family Medical Insurance Click Here

 

 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 567.288.2251