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Insurance
Life Insurance

Our advisors can help to determine our clients’ need for insurance for various purposes and help design an appropriate and effective plan, e.g.
  • Family Income Replacement
  • Final Expenses
  • Debt Retirement
  • Child Care
  • Education/College Expenses
  • Charitable Contributions
Disability Income Replacement Insurance

Long Term Care Insurance
  • Traditional
  • Asset Based (hybrid)
Business Insurance

Continuation/Succession Planning
  • Key Person
  • Life and Disability Buy/Sell Funding
  • Employee Stock Ownership Plan (ESOP)



Please contact us for more information.
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 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS),an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with The Baker Group.  NFPAS does not offer tax or legal advice.  NFPAS is not a Certified Public Accounting firm.



This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.
 


Check the background of this financial professional on FINRA's BrokerCheck.