Investments

 

Personal Questions to ask yourself: 

• Am I going to have enough money put away for retirement? Is it too late for me to start investing now?
• If I become disabled tomorrow, will I have enough income to sustain my current lifestyle and still pay the extra medical costs? 
• If I die unexpectedly, will my family have enough to live on? 
• Are my investments allocated correctly? 
• Am I saving/investing accordingly for my kids education?

 

If the answers to any of these questions trouble you, call our office for a complimentary Financial Analysis today! 

 

 

 

 

Products and Services our agency provides:

 

Personal Needs

• Advisory (Managed) Accounts**
  • Retirement Planning
  • Education Funding
  • Traditional/Roth IRA

 

• Wealth Accumulation Strategies**
  • Mutual Funds
  • Variable Annuities

 

• Family Protection
  • Life Insurance
  • Disability Income
  • Income Replacement
  • Long-Term Care Insurance
  • Estate, Tax and Charitable Planning

 

Business Needs

• Business Continuation Planning
  • Business Loan Protection
  • Business Overhead Insurance
  • Disability Buyout
  • Buy-Sell Arrangements
  • Key Employee Insurance

 

• Executive Benefit Planning
  • Deferred Compensation
  • Group Carve - Out
  • Individual Disability
  • Split Dollar Life Insurance

 

• Tax Qualified Retirement Planning
  • 401(k)
  • Profit Sharing
  • Money Purchase
  • Target Benefit
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA 
  • Defined Benefit

 

No matter the stage in life you are in now, it is never too early/late to invest in your future. Our agency values every client, and our mission is to help our clients acheive financial success, one step at a time.

Call or email us for a financial review today! 

 

**Mark W. Smith, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.