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