The Estate & Business Planning Group’s mission is to provide professional financial recommendations and build strong, lasting relationships based on performance, quality and integrity. Our clientele includes individuals interested in beginning the retirement planning process, retired individuals seeking guidance in their income, business owners and professionals concerned about preserving assets,
and state and federal employees who are looking for exit strategies as they approach retirement. Our goal is to serve our clients' need for protection, asset accumulation and preservation of wealth over the course of a long-term relationship with our company. The Estate & Business Planning Group builds on the tradition to provide objective financial recommendations and guidance, together with quality products and service. As financial services professionals, we have dedicated ourselves to helping individuals find contemporary solutions for managing and preserving their assets. Planning for financial well-being presents both challenges and opportunities. Now more than ever, it takes patience, diligence, and an understanding of the financial markets to be successful. From a thorough net-worth analysis of your present situation, to a realistic tax strategy for the future, we can offer solid direction and guidance every step of the way to help achieve successful financial strategies for building and protecting wealth. Representatives offer products and services using the following business names: Estate & Business Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Estate & Business Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed
All of the endorsements and/or client testimonials posted on this page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
