Families and Individuals

Personal Planning





We will evaluate your current financial situation, your investment objectives and risk tolerance. This information is then used to define the strategies that will be used to help you attain your investment, retirement and estate planning goals. The following is an overview of
the products and services offered:

• Financial Planning
• Estate Planning
• College Planning
• Retirement Planning

Insurance

We guide our clients through the confusing choices in life, health and income protection plans. Creative, cost-effective products from top-rated carriers provide security for you and those you care about. The following is an overview of the products and services offered:

• Term Life Insurance
• Whole Life Insurance
• Adjustable Life Insurance
• Variable Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Survivorship Life Insurance
• Variable Survivorship Life Insurance
• Long-Term Care Insurance
• Personal Disability Insurance
• Business Overhead Expense Insurance

Investments
Through the registered representatives and the investment advisors of Securian Financial Services, Inc. Member FINRA/SIPC, a registered investment advisor and our affiliation with Securian Financial Network, Inc., you have access to the entire universe of mutual funds and selected money managers. Our registered representatives use their expertise in portfolio management, investment analysis and asset allocation to help you set the strategic direction of your account. They provide the highly personalized service necessary to effectively manage your financial assets. The following is an overview of the products and services offered:

• Mutual Funds
• Fixed Annuities
• Variable Annuities
• Unit Investment Trusts