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Group Benefits

  • Medical
  • Dental
  • Vision
  • Group Life and Disability
  • 401K and other retirement plans
  • Key Employee bonus and retention programs
  • Supplemental
    • Life Insurance
    • Disability Insurance
    • Accident Policy
    • Cancer and Critical Illness
    • Telehealth
    • Legal Services

Insurance Planning

*Guardian nor its subsidiaries do not offer Long Term Care Insurance


Investment Planning*

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Mutual Funds
  • 401K/Retirement Plan Rollovers                        
  • Annuities
    • Fixed Deferred
    • Variable
    • Immediate Income
  • Brokerage Account
  • College Savings

*Investments offered through Park Avenue Securities


Business Planning

  • Key Employee Retention
  • Exit/ Succession Planning
  • Disability Overhead Protection                     
  • Key Man Insurance
  • Commercial Insurance
  • Buy / Sell Funding

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