Secure your financial future.

Financial Services is a term used to cover a very broad range of businesses that handle money. This encompasses everything from insurance companies to banks, accountancy companies, credit unions, stock brokerages and more. The term “financial services” became more prevalent in the U.S. partly as a result of the Gramm-Leach-Bliley Act of Congress in the late 1990’s. All insurance products including property & casualty and life insurance are part of the “financial services” industry. We offer products which include:

  • Fixed Annuities, IRA’s and retirement savings accounts
  • Long-Term Care Insurance
  • Key Man Insurance
  • Buy/Sell Agreements
  • Executive Bonus Plans

In addition, we closely partner with other top, experienced individuals and companies that provide a wider range of specialized and sophisticated financial services such as:

  • Accounting and Business Advisory Services
  • Wealth Management and 401(k) Services
  • Group Health Insurance and Senior Market Products & Services

Together we can help you secure your financial future.