Services
Services
How I Work
My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well-being.
Business Planning
- Business insurance Plans
- Estate Conservation and Charitable Giving
- Special Needs Planning
Personal Planning
Family Protection
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Auto and Home Insurance
Executive Plans
- Deferred Compensation
- Split Dollar/Bonus Plans
- 401(k)
- Selective Executive Retirement Plans
- Corporate-Owned Life Insurance
Business Insurance
- Commercial Building / Product Liability
- Business Overhead
- Disability Insurance
- Buyout Buy-Sell
- Business Funding
- Key-Man Insurance
- Employee Benefits
Group Benefits
Employee Benefits Products
- Life Insurance
- Health Insurance
- Vision Care Benefits
- Flexible Benefits Account
- Group Life Insurance
- Short-Term and Long-Term Disability Income Insurance
- Long-Term Care Insurance
For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.
nchevlin@financialguide.com | 732-751-3003