Products and Services



Planning Services



  • Fee Based Financial Planning

  • Income Continuation in the event of death, disability, and retirement

  • Estate Planning

  • Asset Protection

  • Business Succession

  • Analysis and Selection of Asset Allocation for Retirement, College Funding, etc.


Insurance Products



  • Life Insurance

  • Disability Income Protection

  • Long-Term Care Insurance

  • Fixed and Variable Annuities


Investment Products



  • Individual Stocks and Bonds

  • Mutual Funds

  • Managed Accounts


Employee Benefits*



  • Group Insurance

  • Healthcare

  • Dental Coverage

  • Life Insurance

  • Short Term and Long Term Disability

  • Qualified Retirement Plans and IRAs


 


*Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc. Somerset, NJ 08873.