We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. We offer a range of products that can help both seasoned and novice investors manage their investments in the way most appropriate for you given and your unique circumstances.
Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement. Tax advantages are a key feature of annuities, IRAs and employer sponsored retirement savings plans, such as 401(k), 403(b) and 457(b) plans. Any earnings growth in these products is generally tax-deferred until you make withdrawals, generally when you are retired and may well be in a lower tax bracket.
Life insurance is designed primarily to protect your family’s financial security after you die. But your needs change and some types of insurance can offer you access to assets to meet needs during your lifetime. So it’s a smart addition to any financial plan—because it can serve different functions within your overall investment strategy.
We provide a competitively priced, comprehensive suite of products. Our powerful technology and our dedicated people work together to keep you informed and in control every step of the way.