Wealth Management
We provide a full suite of wealth management solutions. Our services for business owners and executives include: • Key person insurance • Executive compensation • Buy-sell review • Life insurance policy audits • 401(k) analysis and consulting • Customized investment management for executives • Business succession planning We also offer services and solutions for your business, executives and employees, including: • Employee financial education workshops • Personal financial planning and estate planning • Investment management • Retirement planning • Personal insurance including life, annuities, long-term care, and disability Our specialists offer a full range of investment products and services, including brokerage accounts, discretionary managed accounts and 401(k) rollover guidance. With Alera Group, our financial strategies are built for the long-term success of you, your business, and your employees.
We offer an integrated approach that includes:
Investment Management
Financial Planning
Insurance • Life
• Disability • Long-term Care
Retirement Services
Made with FlippingBook Learn more on our blog