In response to our growing client demand to offer complete and integrated financial products and services, our clients have access to Financial Services through our affilitation with Smith Brothers Insurance. Their seasoned professionals will be able to provide Abodeely clients with these expanded services and give our valued client base access to a broad range of quality financial products and services including, but not limited to:
LIFE INSURANCE: Whole Life – Term Life
ASSET ALLOCATION: Power of Asset Allocation – Customized Portfolio Analysis & Design – Diversifying Client Assets – Individual Investment Strategies
FEE-BASED PLANNING: Financial Planning Based on Goals – Coordination of Strategies with Existing Advisors – Educating Clients on Advanced Planning Techniques
GROUP BENEFITS: Healthcare – Dental Coverage – Life Insurance – Short/Long Term Disability – Long Term Care Insurance – Retirement Plans
RETIREMENT PLANS: Healthcare – Dental Coverage – Life Insurance – Short/Long Term Disability – Long Term Care Insurance – Retirement Plans
A well-timed visit with a qualified financial services professional can produce the “umbrella” that helps to protect your family and/or business from rainy days for many generations to come.
Tomorrow is never promised. Contact Smith Brothers Financial today to set up a meeting or discuss your options.
Check the background of your financial professional on FINRA’s BrokerCheck.