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Products and Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Personal Solutions

Investment Products*

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

Estate Analysis

  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving Strategies

Financial Resource Analysis

  • Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments*
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Planning

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities*
  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance

College Funding Programs

  • College Costs Analysis
  • Analysis of Investment* Alternatives
  • Insurance and Investment Plans*

Business Solutions

Business Continuation Planning

  • Funding Option Analysis
  • Buy-Sell Funding 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
  • 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.

nbennett@financialguide.com |  215-293-9349