Wealth Management
The wealth management division at Insuramax simplifies our clients’ financial lives. We provide a complete and up-to-date picture of where you stand financially. We show you where you need to be to achieve your goals and dreams. Then, we outline the steps to get you there. Our highest concern is the objectivity of our process, the integrity of our client relationships and the confidentiality of all of our client dealings.
Our services include, but are not limited to, the following:
Corporate Retirement Plans
- 401(k)
- Profit Sharing Plans
- IRA
Business Perpetuation Solutions
- Buy-Sell Funding
- Key Man Insurance
Individual/Family Solutions
- Life Insurance
- Annuities
- Financial Planning
- Investment Advisory
- Retirement Solutions
- Long-Term Care
- Disability Insurance
- Estate Analysis
