Earmark Legacy Partners

At Earmark Legacy Partners we specialize in providing solutions for Life and Disability Insurance, Education Planning, Retirement strategies and Legacy Planning Life Insurance Life Insurance can be a very confusing and complicated landscape. At Earmark we want to keep things simple and effective. Our process starts with identifying and educating on the different types of insurances that are available to the client. After we have an understanding of the insurances available we custom tailor a plan to protect what you love most. Once an established plan has been implemented we meet regularly to review your plan and adjust to meet your changing life needs. Disabilty Income Insurance Protecting your most important asset, your ability to earn income, requires a precise working knowledge of disability contracts and what they do and do not cover. We can show and explain a number of different company's contracts and find a good fit to protect from the unexpected loss of income caused by a disability. Retirement and Education Planning We use a number of tools to help our clients be ready for the challenges of retirement. We offer 401(k), Simple, SEP, and 412(i)(e) plans for our business owners. For Individuals we offer Traditional and Roth IRA, along with Fixed and Variable Annuities options. Our Education Planning vehicles include 529 plans, Coverdell plans and cash value life insurance to help save for rising costs of college.