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Planned Financial Consultants

Our Services


A. Business Planning

  1. Group Benefits

    • Medical Insurance

    • Dental Insurance

    • Disability Insurance

    • Retirement Plans
      a) 401k's
      b) Profit Sharing
      c) Pension Plans
      d) Money Purchase Plans
      e) SEP's
      f) Simple's
      g) Nonqualified deferred compensation plans
      h) Key-person and buy-sell life and disability insurance plans. 

B. Personal Planning

  • Comprehensive Planning

    • Estate planning

    • Retirement Planning

    • Insurance Planning

    • Investment Planning

    • Life Insurance

    • Disability Insurance

    • Long Term Care

    • Mutual Funds

    • Fixed and Variable Annuities

    • Asset Management

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck