Our Services

You can depend on us to listen, understand and deliver what you value most... Whether you are starting a family, building a business, or planning for your retirement, we can help you design a program to help reach your personal and business goals through each stage of your life.

          PERSONAL NEEDS                            

FAMILY PROTECTION                                               
Life Insurance & Variable Life Insurance
Disability Income Protection
Estate Conservation Strategies*
Tax & Charitable Giving Strategies*

          BUSINESS NEEDS

BUSINESS CONTINUATION PLANNING
Buy-Sell Arrangements
Business Succession Strategies
Key Person Life Insurance

EXECUTIVE & EMPLOYEE BENEFIT PLANNING
Deferred Compensation
Life, Health & Disability Income Insurance
Executive Retirement Plans
Split Dollar Life Insurance

TAX-QUALIFIED RETIREMENT PLANS
401(k)
Money Purchase
Profit Sharing
Simplified Employee Pension (SEP)

*We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Ask Us!
We would be pleased to answer any questions you have about our services. Please email your questions to: wforrester@jacksonville.nef.com