Within financial services there are tons of different options we could share below. But, that would be overwhelming. We never want anyone to feel overwhelmed or confused by financial planning. That’s not the way it should be and not how we do business.

 

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So, preview a few of our services below. And remember that we are here to serve you. Each solution is specifically crafted for your situation in such a way that it will make sense to you and feel just right.

For wealth management, we offer the following services:

  • Financial Planning
  • Managed money and investments
  • Estate Planning
  • Life Insurance
  • Long Term Care Insurance/Medicare Supplement
  • Health and Disability Insurance

To provide services for business owners or executives we offer:

  • Exit Planning
  • Wealth Advisory Programs
  • Executive Financial Planning
  • Deferred Compensation/Supplemental Executive Retirement Plans (SERPS)
  • Key Person Insurance
  • Executive Benefits-Disability and Life
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For employee benefits, we offer the following:

  • Benefits Assessment and Design
  • Group Insurance-Health, Dental, Disability, and Life
  • Retirement Plans
  • Long Term Care Insurance
  • Payroll Deduction Products
  • Employee Benefits Outsourcing

For more detailed information on our services and how they could apply to your situation, contact our team now!