Broker Check

Services

What We Do

Our focus is helping you improve your quality of life through financial strategies. We offer access to a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Personal Strategies

Financial Resource Services

  • Financial Planning
  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Products

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Business Strategies

Business Continuation Planning

  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Group Health Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cjahrens@financialguide.com | (716) 831-8033

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