At Concentric Financial Group we do not believe that one size fits all. Our agents are non-captive, meaning that we represent many different companies offering many different types of products. This way we can pick and choose the best products for our clients from the best companies in the industry.
Remember, your goals become our goals. We will work together with you and utilize our Financial Needs Navigator to determine those goals and the best strategy to reach those goals.
- Life Insurance
- Annuities
- IRA’s
- 403B’s
- Roth IRA’s
- 457 Plans
- Disability Insurance
- Long Term Care
- Auto Insurance
- Homeowners Insurance
- College Funding (529 Plans)
- Business Solutions
- Split Dollar
- Key Person Insurance
- Buy-Sell Arrangements
- Business Continuation Strategies
- Retirement Plan Solutions
