Details of Services Offered:
PERSONAL INSURANCE
· Life
· Disability
· Long Term Care
· Heath Care
*INVESTMENTS
· Stocks
· Bonds
· Mutual Funds
· Fixed & Variable Annuities
· Individual Retirement Accounts
BUSINESS OWNERSHIP PROTECTION
·Key Man Indemnity
·Disability/Life
·Buy Sell Agreements
·Business Continuation Plans
EMPLOYEE BENEFITS PLANS
· Salary Continuation
· Deferred Compensation
· Split Dollar Bonus Plans
· SEPs
· Group Life Insurance
· Long/Short Term Disability
· Medical / Dental Plans
· Voluntary Plans
PENSION SERVICES
· Pension Design & Administration
· Profit Sharing
· 401 K
ESTATE PLANNING
· Life Insurance Trusts
· Charitable Bequests
· Family Gifting
· Trust Administration
PLANNING SERVICES
· College Funding
· Financial Profiles
· Retirement Planning
· Estate Analysis
What makes my services unique?
Circle Advisors have been in the business for over 30 years. With my experience, background in education, which I hold a dual B.S. in Finance and Computer Science, M.S. in Industrial Engineering, M.B.A in Tax, and currently completing my J.D. There are not many other representatives who can give such custom service that is highly effective. We help people not plan their money but their careers and lives! Testimonials:
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