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Personal Solutions – Individuals and Families

Preparing for your family’s future.  As you develop your financial strategies, be sure to help protect your assets and family against life’s uncertainties.  There are many considerations to take into account as you plan your family’s financial future. Whatever your unique situation, we have financial solutions designed to help you a long the way.

Strategies and Protection Services

  • Financial Guidance
  • Life and Disability Income Insurance Needs
  • Review of Savings & Investments
  • Long-Term Care Needs Assessment
  • Budgeting & Cash Flow Study

Retirement Products & Services

  • Fixed and Variable Annuities
  • Retirement Income Needs Review
  • Tuition Funding Programs
  • College Costs Analysis
  • Insurance & Investments

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

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