Services
How We Work
Some of the services we offer:
Life Insurance ~ High quality, competitively priced Life Insurance strategies, including term and permanent, such as whole, universal and variable policies or a combination.
Investment Strategies ~ Our Investment products and services can help you achieve your financial goals at every stage of your life. Whether your saving for college, a second home, or retirement. Through College 529's to various Traditional and Roth IRA vehicles.
Annuities ~ We offer high quality, innovative Annuity strategies. Choose from deferred and immediate annuities at variable and fixed rates of return.
Business Retirement Plans ~ We offer all business retirement plan strategies for business' of all types, sizes, and objectives. From Solo 401k's, Simple IRA's and Traditional 401k's with Age Weighted, New Compariabilty features to enhance your contributions and participation.
Disability Income Insurance ~ High quality, competitively priced Disability Income strategies, including individual, business, or retirement income replacement policies. All designed to help you maintain an income stream.
Long-Term Care Insurance ~ Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, assisted living facilities, adult day care centers or nursing facilities.
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.
sfmilner@sfg4you.com | (614) 846-6000