SpiritFinancial
SpiritFinancial offers a wide variety of products and services including:
Advanced Planning: Business Succession/Buy Sell Planning, Wealth preservation, Executive bonus planning, Key person insurance, Long-term care insurance, Disability insurance, Wealth transfer analysis and planning, Estate tax analysis and planning, Trust services.
Employee Benefits: Group Medical-Fully Insured, Group Medical-Partially Self-Funded, Group Life & Accident, Group Dental, Group Vision, Short-Term & Long-Term Disability, Voluntary Products (dental, disability, supplemental life, vision).
Wealth Management: Fee-based wealth management services, Separate Account Money Management, Stocks, Bonds, and Mutual Funds, IRA Rollovers, Annuities, Qualified Corporate Plans, including 401(K), and SEP's.
Commercial and Personal Property and Casualty Insurance: Property, General Liability, Business Automobile, Umbrella, Workers Compensation, Mobile Equipment, Contract Bonds, Surety Bonds, Risk Management Programs, Self-Insurance Alternatives.
Areas of Focus
• Advanced Planning
• Employee Benefits
• Wealth Management
• P&C Insurance
Services Offered
• Financial Planning
• Group Medical Insurance
• Investments
• Property & Casualty Insurance