FINANCIAL SERVICES

 

We are proud to announce the addition of our new Financial Services Department. In cooperation with several of the most well known and financially stable insurance companies and financial institutions we can offer you many different options for planning your financial future.

Our program which is called Financial Profiles is a comprehensive financial review personalized to help you analyze your current financial situation and identify your future goals. Financial Profiles is designed to give you the guidance needed to obtain those goals.

Financial Profiles will review the following areas:

Retirement Planning

Education Planning

Life Insurance needs

Disability Insurance

Health Insurance

Long Term Care

Pension Rollovers

Roth IRA's, Traditional IRA's

Mutual Funds

Fixed and Variable Annuities

Investments

Auto,  Home and business liability coverage

This service is available to our customers at no cost, with no obligation. Similar programs with other Financial Institutions can cost as much as $1,000. If you would like to arrange for an appointment to complete a financial profile please contact our office. 

                                                        jeffs@sapersteinagency.com