Our Services
The financial management process at Brett Dalton Financial Services begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Products and Services:
- Employee Benefits
- Non-Qualified Deferred Compensation Plans
- Asset Management Accounts
- Life Insurance
- Disability Income Insurance
- IRA & IRA Rollovers
- College Savings Plans
- Variable Annuities
- Mutual Funds
- Individual Stocks & Bonds
- Long-Term Care Insurance
- Health Insurance (Group, Family & Individual)
- Pensions, 401(k)s, Profit Sharing Plans
- Buy/Sell Agreement Funding
- Key Management Insurance
- Selective Compensation Plans
- Executive Bonus Plans
- Supplemental Executive Retirement Plans
- Systematic Savings & Investment Plans
- Charitable Giving Strategies
- Insurance for Mortgage Protection
Financial Planning
- Comprehensive Financial Planning
- Estate Planning Strategies
- Retirement Planning Strategies
Click on the links below for more information on our Financial Planning Services. Six Areas of Financial Planning Financial Planning Process My Commitment, Your Commitment
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