Insurance, Risk Management and Wealth Management Services
Financial Services

Financial Services

Our Financial Services Department is about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. Using our carriers 150 years of experience, we are able to recommend and implement appropriate strategies to help meet your personal and business needs and objectives.

Retirement Plan Services
Our office provides full services for retirement plans. If your business sponsors a retirement plan, we can deliver plan design and administration. Are you retired or thinking about retirement? Our associates can help you determine how to best receive your retirement benefits, as well as advise you on how to invest those assets to help protect your financial well-being.

Other Services include:

  • College Funding
  • Tax Minimization Strategies
  • Retirement Benefits
  • Wealth Transfer Strategies
  • Disability and long-term care insurance*
  • Key person protection
  • Executive fringe benefit planning
  • Deferred compensation plan design
  • Corporate estate planning strategies
  • Buy/sell agreements
  • Split dollar plan design
  • Business continuation planning
  • Business and financial planning

Contact a Corporate Risk Specialist today at info@underwritingpros.com .