Products and Services for Individuals
Our products and services for individuals help you protect against what can go wrong so you can invest for what can go right. We assist individuals with finding the path to financial security so their Future is Clearly Defined
Life insurance is the cornerstone of every financial plan and the foundation of financial security for you and your family. To put it simply, life insurance protects those that depend on you.
Your ability to earn an income is perhaps your largest asset. Protect your income with short-term, long-term and accident disability insurance.
Long-Term Care Insurance
Preserve assets and receive quality care with coverage for home health care, assisted living facilities and nursing homes.
Helps fill in some of the gaps that Medicare does not cover.
Protects individuals with an interest in physical property against its loss or the loss of its income-producing abilities.
- Dwelling Property
- Inland Marine
- Personal Liability
- Watercraft including RV
Helps offset the cost of medical expenses.
An annuity can help accumulate retirement assets and provide multiple options for taking retirement income
- 529 plans
- Coverdell Education Savings Account
- Traditional IRAs
- Roth IRAs
- 401(K) Rollover
- Defined Contribution Plans
- Defined Benefit Plans
Additional Investment Products
Diversify your investment portfolio with a variety of investment options
- Mutual Funds
- Brokerage Accounts
- Money Market Fund Accounts
- Managed Accounts
- Unit Investment Trusts
Advisory and Trust Services
Enhanced investment and wealth management programs and financial services for high net worth clients.
- Fee-Based Financial Planning
- Private Client Services
- Fee-Based Money Management
- Trust Services