Countryman Financial assists individuals and businesses with insurance and investment management, including:
Navigating the health insurance laws and regulations can be challenging and confusing. Finding the right plan for your business or family needs experienced and trained agents. Let us help.
Losing a loved one is hard enough. Financial hardships make it twice as hard. If someone you love will suffer financially if you die, chances are you need life insurance. Life insurance can help your family or business partners have a better future if you are not there to support them. Let us help you determine what type of life insurance is best for you.
Knowing when you can retire and how to make your savings last throughout your retirement is a challenge. Let Countryman Financial help you make the most of your Employer-Sponsored Retirement Plan and Individual Retirement Accounts. We can help you manage your assets before and during retirement. Countryman Financial also can help your business establish, maintain and maximize your Employee Retirement Plan.
Countryman Financial can help you with strategies to preserve your estate for your heirs. You can potentially reduce your exposure to estate taxes* and probate costs. We also help coordinate with tax and legal advisors when the time is comes.
Countryman Financial will review your existing insurance policies and recommend policy changes when appropriate.
Countryman Financial will recommending investment and accumulation strategies to help you prepare for your children's college education. We also can assist with the completion of the family FAFSA, help navigate career choices and evaluate college offers.
Determining your proper asset allocation depends on a lot of different factors. Let Countryman Financial help you develop a portfolio to help achieve your goals.
Establishing an affordable benefit program is essential to attracting and retaining qualified employees. Let us help you develop and evaluate your group health insurance, retirement plan, group disability plan, group life plan and many other benefits desired by employees. Countryman Financial is your one stop firm for Employee Benefits!
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* For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.