OUR SERVICES
Life & Family Insurance
Care That Lasts a Lifetime
Your family means everything. We help you explore life insurance options that offer real protection—so no matter what tomorrow holds, your loved ones stay financially secure. Simple, thoughtful guidance. No pressure. Just peace of mind.
Retirement Planning
Retirement, the Way You Envision It
Planning for retirement should feel empowering, not overwhelming. We work with you to shape a future where your money supports your lifestyle—merging savings, Social Security, and long-term goals into one clear plan.
Personal Financial Planning
College Planning
Smart Funding for Big Dreams
Higher education comes with high costs—but you don’t have to face it alone. We help guide families through savings plans, aid opportunities, and funding strategies that make it easier to support your student’s future.
Annuities
Security You Can Rely On
When you’re thinking about life after work, predictable income matters. We’ll walk you through annuity choices so you understand how they work—and which ones help bring stability to your retirement.
Tax Optimization
Keep More of What You Earn
Strategic planning today can reduce your tax burden tomorrow. Every dollar you keep makes a difference. We help you create a tax plan that fits your situation—focusing on legal, efficient ways to grow your wealth and minimize surprises come tax season.
Mortgage Protection
Secure Your Home —Always
Unexpected challenges shouldn’t put your home at risk. Mortgage protection helps cover your payments when life doesn’t go as planned—offering comfort for you and security for those you love.
Health Insurance
Long-Term Care
Support That Adapts With You
From everyday health needs to care later in life, we help you choose plans that fit your stage of life. Whether it’s coverage for home care or full-time facilities, we’re here to guide you with care and clarity.
Medicare Advantage & Supplements
Complete Your Medicare Coverage
Medicare leaves some gaps—and that’s where we come in. We’ll help you choose a supplement or advantage plan that fits your health needs and budget, without the usual confusion.
Affordable Care Act (ACA) Plans
Coverage That’s Within Reach
Health insurance doesn’t have to be complicated. We simplify the process and help you find affordable ACA plans that meet the needs of you or your family.
Travelers Insurance
Go Places, Worry Less
Whether you’re traveling for work or fun, unexpected delays or emergencies can throw things off. We help you prepare with travel insurance that protects your health, plans, and peace of mind.
Estate Planning and Legacy (Will & Trust)
Secure the Future on Your Terms
Your legacy deserves protection. We help you build a clear plan—wills, trusts, healthcare directives and more—that ensure your wishes are respected and your loved ones are taken care of.
Free Financial Health Check
Get a Fresh Look at Your Finances
Sometimes, the first step is just knowing where you stand. We offer a no-cost, no-obligation financial review to help you spot opportunities, fix gaps, and plan with purpose.
Business Opportunity
A New Path Starts Here
Looking for a fresh start or a side income with impact? At LaxWells we’ll train and mentor you as you grow a career in financial services—no background needed. Flexible hours, real support, and a mission that matters.
