Financial Services

Insurance products and many financial services products share the common objective of providing you financial stability. While insurance products provide you stability by covering losses and expenses from unforeseen and unplanned events, financial services products typically provide financial stability by covering planned expenses during major life events such as retirement, children’s education, home remodeling and a nest egg. Sound financial planning should include both insurance policies and financial investments to secure the future for you, your family and your business.

Financial services and insurance products are equally important. While we are not experts in Financial Services Products, we consider them so important that we have established partnerships with A-rated financial services professionals including Financial Planners, Wealth Managers and Financial Advisors to ensure that you get your financial services products setup with help from a local expert.

When it comes to investing your money for the future, your options are countless. A few of the most common investments you should consider including in your financial planning are:

A 401(k) plan is one of the smartest ways to invest your money. Your contributions are made before taxes and may include employer contributions.

Individual retirement accounts (IRAs) allow you to set money aside to invest in stocks and bonds. They come in the form of traditional IRAs and Roth IRAs. Deciding which one is right for you depends on when you expect to withdraw your funds and when you wish to pay taxes on your contributions.

Pension plans are employer-promised retirement payments. The terms of your pension plan depend both on your employer and your status at the company.

Mutual funds afford you joint access to professionally managed and diversified portfolios that may consist of stock, bonds and other securities perfect for building and growing a nest egg for the future.

Annuities provide a constant stream of income from your investments. They come in the form of deferred or immediate annuities. Deciding which one is right for you depends on when you must make your initial investments and when you wish to start receiving payments.

A 529 Plan is a savings account offering tax and financial aids advantages while allowing you to set money aside for a designated beneficiary to use for future higher education programs.

If you trust us with your insurance needs, trust our partners with your Financial Services needs. Let us refer you to the best and most seasoned experts in the industry. They can advice you and manage your financial services products fit for you current and future lifestyle and important life events. Contact us at Crusberg-Decker insurance and let us help you with all your insurance and financial services needs.Contact us at 800.640.1712 or fill out the form on this page to learn more.

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