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Services

Products

There are many financial products on the market, and choosing the ones that best meet your needs can be complicated. That’s where we can help. We offer professional financial security advice to help you choose only those products that meet your current and future goals.

We aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, we draw on a comprehensive suite of products and services to find those that address your unique situation.


Plan

Plan

Investments can play a vital role in any financial plan. For individuals, a mix of investment products, income, and pension plans can help them achieve short—and long-term goals.

For employers, we can offer advice on savings and pension plans.

  • 401 (k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Group retirement and savings plans
Protect

Protect

As much as we try to prepare for them, tragic events like death, disability, or critical illness sometimes strike. When faced with such a situation, insurance can help protect policyholders and their families from undue hardship. For this reason, various insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation. Whether designed for a single person or family, professional or seasonal employees, executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Life
  • Long-term care, disability and critical illness
  • Health and dental
  • Group health benefits
Prosper

Prosper

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings daily.

From mortgage payments to tax savings, a strategy for managing money involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgages
  • Financial Planning for Business Owners
  • Business Succession Planning