Estate/Retirement Planning


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Estate/Retirement Planning
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Whether you are an individual company or a multi-state employer conducting business throughout the United States, Cecil W. Powell & Company offers benefit coverage and financial planning tailored to fit your needs.

A Section 125 Plan or 401k Benefit Plan is a simple way to save money and enhance your benefits package. Contributing the most you can afford to your company's 401k (up to the maximum allowed by law) is a great personal investment. This before tax accumulation and growth beats anything in the marketplace for most individuals.

 

 

Your chances of becoming disabled and unable to work are much more likely than your chances of dying. A Disability Income Policy is one of the best ways to protect your financial condition, should you be unable to work due to sickness or injury.

Long Term Care is an important consideration for individuals already retired or nearing retirement. There are many expenses for care that are not covered by health plans or Medicare. Your financial nest egg can be depleted rapidly unless you carry long term care insurance.

 

These products are sold and serviced by our experienced and professional staff:


Steve Barber, CLU, CHFC
Estate & Retirement Planning
e-mail: sbarber@cwpowellins.com
Direct Phone Line: (904) 256-0058

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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