Financial Planning Ithaca
Insurance / Investments / Ideas…
Christen Gibbons Clu Chfc Aep Casl Northwestern Mutual Provides Life Insurance, Term Insurance, Long-Term Care Insurance, Disability Insurance, Investments And Insurance To The Ithaca, NY Area.
Keywords Life Insurance, Term Insurance, Long-Term Care Insurance, Disability Insurance, Investments.
By Appointment only
Whole life and other permanent cash value life insurance plans.
Quality guaranteed level premium and annually renewable term products.
Plans to replace income in the event of a disability.
Investment ideas and programs for small to large rollover plans.
Annuities can provide lifetime income as well as a place to accumulate money on a tax deferred basis.
Planning for the possibility of a long term care need and funding alternatives using insurance and non insurance techniques.
A broad array of mutual funds and investment programs.
Legacy and tax planning, estate equalization and charitable giving with or without wealth replacement. Retirement plan incomes tax strategies for beneficiaries.
For the efficient transfer of the business interest to the other owner(s) in the event of an owners death.
To protect the business from the financial impact from the death of a key person.
To supplement for the business executives/owners traditional 401k or other qualified retirement plans set up for the employees.
Retirement plans for business up to 25 employees.
Loading map...