Financial Services and Retirement Planning
Our dedication to a superior client experience helps provide the wisdom and insight needed to guide you through the complexities of preparing for retirement. We are devoted to providing our clients with the finest individually tailored strategic solutions to investing, asset management, protection planning, and comprehensive financial planning.
We take a holistic approach to our financial planning process to help our clients achieve their drams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with you to help determine the best ways to take action. Together, we review progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and build an ongoing relationship that will help adapt to your changing needs and goals over time.
We provide the following types of Financial Services Insurance:
- Life Insurance
- Long-Term Care
- Mortgage Protection
- Deferred Compensation
- Executive Bonus Plans
- 401(K) Retirement Plans
- Buy/Sell Protection
- Key Person Coverage
- 403(B),457(B) and Defined Benefit Plans
Protecting yourself, your family, and your assets requires planning and a comprehensive strategy that takes into account your exposures based on who you are, what you do, and what you own. The Scholes group team will assess your risks and present you with an array of coverage options. Along with attentive, confidential service, you will receive the expert guidance you need to help select a comprehensive coverage plan that best fits your needs. We work with a carefully selected group of financially stable and reputable insurance carriers to ensure extensive coverage offerings and excellence in claims handling.
We provide the following types of personal protection:
- Personal Auto
- Classic Car
- Investment Properties
- Personal Umbrella
As a business owner, we want you to be confident the business you built is adequately covered by an insurance program that contemplates your business insurance exposures. We are your business advocate to structure a strategic program to protect your business and ensure we properly advise you as your business grows and your coverage needs change.
We provide the following types of business insurance protection:
- Commercial Auto
- Commercial Property
- Directors and Officers Liability
- General Liability
- Investment Properties
- Commercial Umbrella
- Professional Liability (Errors & Omissions)
- Workers’ Compensation
- Personal Watercraft
- Valuable Articles
- Builders Risk