Services

Committed to helping you succeed

Reaching your long-term financial stability goals starts with a plan.

The ways we can help you are based on experience—not quick wins or fads.
We believe integrity, honesty, and comprehensive guidance are the way to go when helping individuals, businesses, and their employees pursue financial security and success.

Building Lifestyles

Retirement Planning
Disability Income Insurance
Life Insurance
Account Reviews
Investments
Wealth Management
College Funding
Charitable Giving
Long Term Care Insurance
Holistic Financial Planning
Estate Planning & Conservation

Protecting Businesses

Informal Business Valuations
Buy-Sell Agreement Review
Wealth Protection Strategies
Benefit Review
Key Person Insurance
Split Dollar Plans
Business Succession Planning
Strategies

Empowering Employees

Retirement Plans
Nonqualified Deferred
Compensation Plans
Key Employee Insurance
Bonus Plans
Employee Stock Option Plans
Group Benefits
Health Insurance**
Financial Wellness

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.

anthony@bluebearfinancial.com | 843-402-0514