Astalos Insurance Agency
OUR SERVICES
The core of our business will always be serving your insurances needs, however, we do provide a wide variety of other financial services. We can help you execute a comprehensive financial strategy for you and your family by utilizing the following:
Reviewing and discussing how Life, Health, Disability and Long Term Care Insurance can provide protection for your family as well as piece of mind and financial security
INSURANCE PLANNING
Discussing your wills and trusts, helping preserve your estate for your intended heirs, helping with beneficiary designations, reducing exposure to estate taxes and probate costs, and/or coordinating with your tax and legal advisors
ESTATE PLANNING
Recommending investment and accumulation strategies to help you pay for your children's education
EDUCATION FUNDING
Making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably, and/or managing assets before and during retirement
RETIREMENT PLANNING
Determining your asset allocation needs, helping you understand your risk tolerance, and recommending appropriate investment vehicles to help you reach your goals
INVESTMENT PLANNING