Our Services
Menu of Services Provided By The Palmer Group
Financial Planning:
Our comprehensive fee-based financial planning services cover the following areas:
- Cash Flow & Debt Management
- Retirement
- Tax Planning Strategies
- Investment
- College
- Insurance
- Estate Planning Strategies
- Risk Business
Business Planning:
- Buy Sell planning
- Exit Strategies for current or future sale of the business
- Key person retention
- Executive compensation & Deferred compensation arrangements
- Group retirement plans
- Business debt protection in the event of disability or death
Retirement Accounts:
- Traditional IRA (including IRA rollovers)
- Roth IRA, Roth 401(k) and Roth 403(b)
- 401k/Profit Sharing Plan
- SIMPLE IRA
- SEP
- Defined Contribution Plan
- Defined Benefit Plan
Investment Products:
- Managed Money Accounts
- Mutual Funds
- CDs and Money Market Accounts
- Separately Managed Accounts
- Variable Annuities
- Fixed Annuities
- Index Annuities
- Immediate Annuities
Insurance:
- Term Life Insurance
- Permanent Life Insurance
- Whole Life Insurance
- Survivorship Life Insurance
- Disability Income Insurance*
- Long-Term Care insurance*
*Availability varies by carrier and state.
CDs are offered through the Command Brokerage Platform.