Retirement Solutions Center

07/09/2026

As a parent or guardian, making sure your children are protected is always a priority. There are more options than most people realize. One worth knowing about is the child term rider.

A child term rider is an optional add-on to a life insurance policy that provides a small amount of coverage for minor children. Instead of purchasing separate policies, it extends the parent's existing policy to cover eligible children under one rider. In many cases, this rider can include multiple children within the same household, including biological and legally adopted children.

Coverage is typically designed to be temporary, lasting through the child's early years until they reach a specified age. Because it's attached to the parent's policy, it doesn't function as a standalone policy and generally remains active only as long as the parent's coverage is in force. For many families, this structure offers a straightforward way to add a layer of protection without adding complexity.

Have questions about your life insurance options? Give us a call. We are happy to walk you through it.
Call or text the office today for appointment (850) 380-0117

07/04/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Call or text the office today for appointment (850) 380-0117

07/02/2026

Start gathering the fireworks, prep the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂

America turns 250 this year, which means 250 candles on the cake … so someone should probably alert the fire department.

However you’re celebrating the Fourth of July, we hope it’s filled with great food, good company, and a sky full of fireworks.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We’ll be back and ready to help on Monday. Wishing you a safe and happy Fourth!
Call or text the office today for appointment (850) 380-0117

06/26/2026

If there is one thing worth celebrating, it’s knowing that when life gets unpredictable, you are not facing it alone.

That is exactly why we do what we do, and clients like you make it all worthwhile. So, this National Insurance Day, we want to thank you for trusting us with your insurance needs.

As always, if you have any questions or needs, don’t hesitate to give us a call. We are here to help you!
Call or text the office today for appointment (850) 380-0117

06/25/2026

Hope your summer is off to a great start! Whether you’re enjoying the weather, hitting the beach, or setting off on a summer adventure, we hope this season brings some well-deserved relaxation.

If you have any insurance questions or would like to schedule a policy review, do not hesitate to give us a call. We're here to help!
Call or text the office today for appointment (850) 380-0117

06/21/2026

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.

The day is a chance to honor the dads and father figures who have taught us life lessons, made us laugh, and shown us what dedication looks like.

To those celebrating, being celebrated, or honoring the memory of someone who shaped your journey, we wish you a meaningful day filled with appreciation.
Call or text the office today for appointment (850) 380-0117

06/16/2026

📣Voting has begun!!!
You can vote once per day from now through the 30th.
Thank you so much for your support!

Check it out now!

06/16/2026

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been wonderful, and that the second half is just as great.

If anything has come up for you over the past few months, or if you would simply like to check in with us, do not hesitate to reach out.

We are here to support you throughout the season. Give us a call today, and we can find time to connect.
Call or text the office today for appointment (850) 380-0117

06/15/2026

Turning 65 is an important Medicare milestone, but enrolling is not always as automatic or as simple as people expect. The right next step depends on various factors, and missing the timing or misunderstanding how your current coverage works with Medicare can lead to penalties, gaps in coverage, or both.

Swipe to see the key Medicare considerations to keep in mind if you are about to turn 65.

If you are approaching 65 and want help understanding what to do next, don’t hesitate to reach out to our team. We are here to help guide you.
Call or text the office today for appointment (850) 380-0117

06/14/2026

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, we might not know all of the history behind this symbol.

To celebrate, we wanted to share a few fun facts about the history of the flag that might surprise you:

🔹 The current 50-star design was created by a 17-year-old. Robert G. Heft of Lancaster, Ohio, submitted the design as a high school project in 1958. It was chosen by President Eisenhower out of more than 3,000 submissions in 1960.

🔹 There have been 27 official versions of the flag. Twenty-five of those changes were solely to update the number of stars every time a new state joined the Union. The star additions were admitted on July 4th, and, together, they give us a rich visual history of the country's growth over time.

🔹 The colors for the flag have taken on their own meanings over the years. Charles Thomson, secretary of the Continental Congress in 1774, suggested that red represents hardiness and valor, white symbolizes purity and innocence, and blue stands for vigilance, perseverance, and justice.

🔹 Six American flags have been planted on the moon. Neil Armstrong and Edwin E. “Buzz” Aldrin were the first, but five additional Apollo missions have also left a flag on the lunar surface.

🔹 The current design is the longest-running version in history. No new states have been added since Hawaii joined the union in 1959, making this the most enduring flag design the country has ever had.

Wishing you a wonderful Flag Day filled with pride and appreciation for the history behind the flag we share.

Call or text the office today for appointment (850) 380-0117