What we do
Insurance
Estate Planning and Administration
Financial Planning
Investing
100

Making sure the client has enough money to retire

What is financial planning

100

What type has an end date

What is Term insurance

100

Setting up your Will or a Trust telling someone what to do when you die

What is an Estate

100

Without this we will have no financial direction

What is a Financial Plan

100

You own part of a company if you have these investments

What are Stocks

200

Helping to make clients more money over time

What is Investing

200
This type will build cash value

What is Whole Life

200
This is the person executing your wishes defined in your will

What is an Executor or Executrix

200

 A good candidate for a financial plan

Who is someone within 5 years of retiring

200

This works like an IOU to a company

What are Bonds

300

When someone dies we can do this for them

What is settle their Estate

300

This will help you when you can not do 2 of the daily tasks of living

What is Long Term Care

300

The person who can draft/write your will

Who is an attorney

300

a Plan can determine this

What is whether or not they have enough money to last thru retirement

300

This is a group of stocks or bonds of like size 

What are mutual funds

400

When someone needs to decide how things will go when they die

What is Estate Planning

400

Name two of the daily tasks of living

What is eating, bathing, transfer, continence, dressing and toileting

400

How can you control money after you die

What is a Trust

400

This plan would be best for a small business owner

What is succession planning

400

This is our minimum amount required to work with the Wealth Management Group

What is $250,000