Financial Services
First Keystone Insurance conducts a needs analysis approach to determine if your Life, Disability, and Long Term Care coverage is appropriate in content and amount. We recommend how to best structure your portfolio to meet your objectives. Through a review of your goals we are able to design a client profile by which income needs and tax situation are best addressed. This provides for a portfolio that considers proper asset allocation and time horizon to fulfill your investment goals.
Experience in Personal Finances:
- Investment Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Tax Planning Strategies
- Retirement Planning
- Asset Allocation Strategies
- Estate Planning
Business Life Insurance
- Key Man Coverage
- Buy/Sell Funding
- Split Dollar/Reserve Split Dollar
- Deferred Compensation Plans
- Estate Liquidity
- Business Continuation
Employee Benefits
The costs associated with Employee Benefits programs today represent a significant capital investment for most companies. Group Benefits need to be examined regularly to ensure cost effectiveness and maximum employee impact. These benefits include Medical, Life, Dental/Vision, Disability, Long Term Care, 401k plans and simple IRAs.
For more information, please contact Darrell Montgomery at (610) 565-1918 ext. 156.
First Keystone Insurance Services, LLC, is not affiliated with Mutual Services Corporation.
