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.