Financial Strategies

In partnership with First MainStreet Insurance, our agency is able to offer quality advice and products for Property & Casualty insurance for individuals and businesses. This includes:

  • Individual Life, Long Term Care and Disability Income Insurance. This includes:
    • Level Term Life for 10, 20, or 30 Years
    • CashBack Term, which refunds all premiums after 20 or 30 years.
    • Universal and Whole Life
    • Asset based Nursing Home and Home Healthcare insurance.
  • Individual Investment Management Services. That includes:
    • IRAs
    • 401K
    • College Savings Plans (529)
    • Brokerage Investment Accounts
    • Annuities
  • Employer Sponsored Retirement Plans
  • Corporate Life Insurance for needs such as:
    • Buy Sell Agreements
    • Key Employee Coverage
    • Non-Qualified Deferred Compensation Executive Benefits
  • For Closely Held Businesses and their Owners, Business Transition Planning and Estate Planning.

For more information on our financial strategies services, please contact us and we’ll connect you with a highly trusted partners.