Life, Health & Financial Services for Individuals

Having dreams and goals is what motivates you to move forward in life. Our job is to help you realize those dreams and achieve financial security.

Creating a plan is the first step to securing a financially stable future for you and your family. Our experts will work with you to understand your goals, and create a plan that is realistic and manageable. We’ll break everything down into simple steps and show you how to use your money for maximum advantage today, as well as tomorrow.

Some of the life, health & financial products include:

  • Financial Planning
  • Individual Financial Profiles and Planning Strategies
  • Asset Protection

          – Life Insurance
          – Long Term Care Insurance
          – Short- and Long-Term Disability
          – Annuities

  • Individual Medical Insurance
  • Asset Preservation Investment Accounts (IRA, 401(k) Rollovers,
    Conservative Investment Vehicles)
  • Student Loans*
  • Mortgages*
  • Online Consumers Loans*


* These other related services for individuals are provided by alliances of Smith Brothers.