Products and services
Financial products are part of a well-thought-out financial security plan. We'll help you make sure the financial security products you purchase address your specific needs, whether you are planning for your retirement, saving for your child’s education or starting your own business. We have access to a broad range of insurance, investment and retirement income products to help you achieve your goals.
Estate Creation and Conservation
Financial Security Planning
(Strategies to help you reduce your risk and maximize your assets)
- Insurance planning including life, disability and critical illness insurance
- Retirement planning
- Estate planning and tax strategies
Business Continuation Planning
For business owners.....
- Buy-sell agreements
- Analysis of shareholder and partnership agreements
- Partnership Insurance
- Shareholder Insurance
- Key person Insurance
- Business succession planning
For their Employees......
- Employee benefits
- Pension plans
- Benefits administration
- Group insurance