So many of life's most important goals require money . . . often lots of it. You won't be able to build the wealth you need for these important goals unless you have a plan for getting there. That's where we can help. Whether you're planning for a child's college education, starting a new business, a once-in-a-lifetime vacation, or your retirement, we've got the planning expertise to help you achieve your most cherished goals for yourself and your loved ones. We can also help with estate planning strategies.
Achieving your goals in life will often depend on how well your money grows. An appropriate investment strategy will balance your long-term goals, risk tolerance, and a host of other factors. Our in-house investment manager, Harold Schwartz, has been helping consumers with investment guidance for more than 20 years. As an independent Investment Advisor Representative, he is able to select from a broad range of investment products to tailor a strategy to each client's goals and needs.
If you are a business owner, then you know building your business was just a start. Just as important to your success is attracting and rewarding those who help you keep your business running. That takes competitive employee and executive benefits that appeal to your staff without breaking your budget. You must also plan for the day when you'll no longer be at the helm of your business. We can help with employee benefit programs, executive benefits and business succession planning.
Most of our goals require money -- sometimes lots of it. Goals such as a first home, college education, new business, and retirement often require a significant amount of money to finance. We can help you achieve your goals -- big or small -- with appropriate strategies tailored to your unique situation .
No matter if it’s your property or your health, the right insurance can make all the difference in how well you recover and rebuild after a setback. Our competitive roster of competitive products from top-rated companies can help you achieve your goals for yourself, your loved ones, and your business.
Achieving many of your goals for the future will depend on how hard your savings work for you. Whether you need help creating a strategy or want personalized ongoing investment management, our in-house money manager has access to hundreds of rewarding investment products to help you build toward the future.
What would happen to your family if something happened to you? Because there’s a chance that disability or death may make it impossible for you to provide for your family, you need a plan that will help protect their financial security. We can also help you secure your legacy with charitable giving strategies.