Our Services

Summary of Individual Services

  • Personal Financial Services
  • Insurance Planning
  • Wealth Accumulation
  • Estate Planning
  • Health Coverage
  • Distribution Planning
  • Retirement Planning
  • Investment Planning 

Individual Services

  • Personal Financial Services - We utilize an industry leading system, Financial Profiles, to provide a customized solution designed to meet the goals and objectives of each person.
  • Insurance Planning - We provide consultation and recommendations in areas concerning personal insurance for each employee and their family, ranging from life, disability and long-term care insurance.
  • Wealth Accumulation Planning - We can design, implement and administer a wealth accumulation program (mutual funds, stocks, bonds, annuities, etc.) as well as assist employees desiring to start an investment plan or college savings program.
  • Estate Planning Services - We offer experienced and qualified consultation and assistance. Our Carillon Group specialists (AEP-Accredited Estate Planner & Attorney) will meet two-on-one with an employee and provide personal solutions.
  • Health Insurance for Individuals - If you require healthcare protection because you are self-employed, no longer a full-time student, between jobs or not covered by your employer, we can assist you in locating the plan which fits your needs.

In summary, we are eager to work with your employees in addressing these very important personal issues and develop lasting relationships with them.