Our Services
We offer a variety of financial protection and asset accumulation
products and services for
both individuals and businesses. Our services include life insurance, annuities,
investments,
estate and retirement planning as well as business employee benefit programs
such as group
insurance and a variety of retirement plans.
Working closely with customers to identify their
financial needs, we use these tools to help craft solutions for each client’s
situation.
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Personal Financial Planning
Services for Individuals
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Retirement Planning
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Estate Planning
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Tax Planning
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Risk Management, including Life and Disability Insurance
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Investment Planning
• Professional Money Managers and Traditional
Investment Accounts
• Consolidated Account Holdings offered
through Statement One
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Business Benefits and Valuation
• Group Health, Dental and Disability Insurance
• Retirement plans, including 401(k), 403(B),
SEP and Simple Plans
• Voluntary Supplemental Plans
• Section 125 Cafeteria Plans
Securities offered through Waterstone Financial Group, Member
FINRA/SIPC.
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