The Life Associates, Inc.

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While you may like what you see on our website, we think you will love what we can do for you. We take pride in finding you the best deal on or off the web, and our service is unbeatable. Let us work with you, we think you will like what you see!

For individuals

We'd like to guide you through the steps to financial success. If you are looking for a trusted advisor who can work with your accountant and attorney, we fit the bill. If you have a specific idea in mind, we can give you options and help you make the best choice. We will guide you to evaluate your financial security through four steps.

• Prevent catastrophic losses by establishing basic insurances such as life, health, disability, and long term care insurance.
• Prepare for the unexpected with an emergency fund stashed in a CD or money market account. We offer both of these options.
• Set your long-term goals and put a plan in place to reach them. These plans may include retirement, college funding, or savings for your dream vacation or vacation home.
• Prepare to distribute your wealth during life and at death in the most tax-advantageous way

For employers

If you are an employer, we can work with you to provide the best and most economical benefits to your employees. We will identify potential tax breaks for your business, such as cafeteria plans, and work with you to get them in place. For larger employers, we will help you evaluate whether self-insuring or partially self-insuring for health insurance is feasible, and we will locate the best administrators and insurers for your situation. For all groups, we will shop all the best companies and recommend the best value to your and to your employees. We look forward to working with you!

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