Our Services

Lonnie Hood offers fee-based independent financial planning and advice in the following key areas:

* Investment planning

* Risk management:  Auto, Home, Personal Umbrella Insurance, Long Term Care Insurance

* College funding / planning

* Retirement Plan Annuities:  Fixed and Indexed

* Estate planning and living trusts

* Debt reduction strategies and wealth management

* Managed Money Accounts

* Tax Reduction Strategies

* Life Insurance:  Term, Whole Life, Indexed Universal Life

* Social Security Planning

                    Our services are designed to help you answer the following questions:

* How can I get more from my investments?

* How can I reduce my exposure to risk?

* How much money will I need to live comfortably in retirement?

* Am I saving enough?

* What is the best way to save for college?

* How can I help reduce estate taxes and preserve more of my assets for my heirs?

* Do I have the right amount of life insurance?