The term financial services emerged in the 1990s as a result of legislation that allows companies that manage money to operate in more types of businesses. (Gramm-Leach-Bliley Act)
The result of this legislation has been more choices for consumers. On one hand, more choices can mean better products and prices. On the other hand, more choices can make it more complex to determine which products best suit your own situation.
As an independent agent, we thoroughly understand the financial products on the market today, and we represent numerous financial services companies offering a variety of product and price options.
Equally important, we listen. We take the time to understand your financial goals and help you put together a plan that works for you. As your life changes, we stay with you, helping you make adjustments so your plan stays relevant.
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In organizational development, succession planning is the process of identifying and preparing employees to replace key leaders in the company.
From a risk management perspective, succession planning provides funds to keep the business running if a key person is lost. A formal plan is critical and adequate funding can be used in a variety of ways to keep the business on track while a suitable replacement is found or developed.
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