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Our Services

Insurance Services

Life, disability and long term care insurance* are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. By asking questions and listening to you, we help provide the solution to your needs. Whether for personal or business situations, we will help you to determine the appropriate type and amount of insurance.

*Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.

Investment Services

We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we help deliver quality investment services that correspond to your objective. A wide range of investment objectives can be pursued through use of various investment products.

Retirement Plan Services

We have access to companies that offer full services for qualified retirement plans. If your business sponsors a qualified plan, we can deliver plan design, administration and investment management services.

For retirees or those about to retire, we can help you determine how to best receive your retirement benefits. We will also advise you on a number of appropriate investments for those assets to help protect your financial well-being.

Trust Services

Our firm represents several quality Trust companies, such as American Guarantee and Trust Company and U.S. Trust. Trusts can be used to bypass probate or to reduce estate and income taxes. They can also serve to transfer assets for the protection of your children to avoid taxation of life insurance in your estate, or to keep your assets intact while paying income to someone you designate.

The use of trusts involves complex tax rules and regulations.  Consider enlisting the counsel of an estate planning professional and qualified professional legal and tax advisors prior to implementing such sophisticated strategies.