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Sponsor of NCANA for over 10 years
Strategic Financial Management specializing in:
Insurance Planning
Disability, Life & Long Term Care Needs
Estate Planning
Estate Tax Plan, coordinating with your attorney to insure
your wishes are carried out
Investment Planning
Guiding you through a sea of investment opportunities by utilizing
stocks, bonds, mutual funds, alternative investments & annuities
Retirement Planning
Projecting out your retirement needs and helping to develop a
roadmap to keep you on track
Business Planning
Employee Benefits, Income Continuation Plans, Funded Buy-Sell Agreements
In conjunction with the NCANA Board, we offer special discount programs* to NCANA members.
Knowledge. Integrity. Service.
*Fees are negotiable for all clients.
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