Products & Services
We provide assistance in the following areas:
Financial Products Include:
Life Insurance
Disability Income Insurance
Long Term Care Insurance*
Mutual Funds
Variable & Fixed Annuities
Traditional IRA’s
Roth IRA’s
403(b)
Key Employee Reward Programs
Group Benefits
Employer Sponsored Retirement Plans
*Guardian nor any of it's subsidiaries offer Long Term Care
Financial Consulting Services Include:
Wealth Protection Review
Investment Analysis & Management
Retirement Income Planning
Estate Planning
Business Succession Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
rfeldman@wholisticwealth.com | (607) 272-1990