Let's plan your brighter future!
Let's plan your brighter future!
Margaret Tully brings over 30 yrs of experience in Wealth Management and Taxes. She holds a degree in Accounting and is able to make the complicated simple>. Today Margaret believes in Insured Investments especially to Insure your S & P 500 Indexes. .
At Margaret Tully we believe in minimizing risk. We do this by Insuring your investments while giving you reasonable returns against indexes like the S & P 500.
We use Cash Value Life Insurance to promote savings and borrowing. Our products accumulate a high degree of Cash Value . This allows for borrowing against your policy at comptetive rates, while giving you a large death benefit to protect your loved ones in case of unforeseen catastrophes.
Living Benefits Life Insurance allows you to take the health benefit early in cases of chronic, critical or terminal illnesses. This allows you to provide for in home care should it be necessary. WE offer both Whole Life and Term with these benefits.
We at MARGARET TULLY believe in a wholistic approach to Wealth Management. We are equipped to handle bookkeeping and taxes for your business or personal needs.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Open today | 09:00 am – 05:00 pm |
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