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Menu of Services Provided By The Palmer Group

Financial Planning

Our comprehensive fee-based financial planning services cover the following areas:

 

  • Cash Flow & Debt Management
  • Retirement
  • Tax
  • Investment
  • College
  • Insurance
  • Estate Planning Strategies
  • Risk
  • Business

Business Planning:

  • Buy Sell planning
  • Exit Strategies for current or future sale of the business
  • Key person retention
  • Executive compensation & Deferred compensation arrangements
  • Group retirement plans
  • Business debt protection in the event of disability or death

Retirement Accounts:

  • Traditional IRA (including IRA rollovers)
  • Roth IRA, Roth 401(k) and Roth 403(b)
  • 401k/Profit Sharing Plan
  • SIMPLE IRA
  • SEP
  • Defined Contribution Plan
  • Defined Benefit Plan

Investment Products:

  • Managed Money Accounts
  • Mutual Funds
  • CDs and Money Market Accounts
  • Separately Managed Accounts
  • Variable Annuities
  • Fixed Annuities
  • Index Annuities
  • Immediate Annuities

Insurance:

  • Term Life Insurance
  • Permanent Life Insurance
  • Whole Life Insurance
  • Survivorship Life Insurance
  • Disability Income Insurance*
  • Long-Term Care insurance*

*Availability varies by carrier and state.

CDs are offered through the Command Brokerage Platform.