Products & Services

Your Financial Strategy
Starts Here

Living life on your terms starts with doing things differently. At Wealth Strategies, we believe that financial tools should serve your vision—not the other way around. Whether you're looking to protect your income, grow your assets, or plan for the future, we offer a wide range of solutions to help you build a strategy aligned with your life.

• Financial Planning

  A thoughtful plan lays the foundation for everything else. We help you prioritize goals, make confident decisions, and stay on track—no matter where life takes you.

  • Individual and Family Planning

  • Retirement Planning

  • Estate Planning

  • Exit & Succession Planning

  • Tax Strategies

  • Charitable Planning

  • Business Planning

  • College Planning

• Life Insurance

  Preparing for the unexpected is an important part of financial stability. Our life insurance solutions offer long-term protection for the people and goals that matter most to you.

  • Whole Life

  • Universal Life

  • Variable Universal Life

  • Term Insurance

  • Pension/Trust

  • Estate Guard

• Income Protection

  Your income is one of your most important assets. We help you protect it through disability coverage designed for professionals, families, and individuals at every stage of life.

  • Professionals, Families, & Business Owners

  • Provider Essentials

  • Provider Premiere

  • Provider Select

  • Retirement Protection

  • Student Loan Coverage

• Investments

  We offer a variety of investment options to help you grow your wealth with purpose and clarity. These tools are selected based on your goals, risk tolerance, and long-term vision.

  • Bonds

  • Common Stock

  • Brokerage Accounts

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuity

• Workplace Benefits

  Workplace benefits can play a powerful role in both personal financial protection and business strategy. Whether you're an individual accessing coverage or a business offering it, these options can provide valuable support through life’s unexpected moments.

  • Cancer Treatments

  • Stop Loss

  • Accident

  • Hospital Indemnity

  • Supplemental

  • Multi-Life Disability

  • Multi-Life Life

• Retirement Solutions

  Wherever you are in your retirement journey, we’ll help you build a plan to support your lifestyle and income needs in the years ahead.

  • Educational IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Fixed Annuities

  • Variable Annuities

  • Indexed Annuities

  • Qualified Longevity Annuity Contracts (QLACs)

• Retirement Plans for Businesses

  We help business owners implement retirement plans that benefit leadership, employees, and the business as a whole—both now and in the future.

  • Money Purchasing Plans

  • 401(k) Planning

  • 403(b) Planning

  • Profit Sharing Plans

  • Cash Balance Plans

  • Defined Benefit Plans

  • Employee Stock Option Plans (ESOPs)

• Group Benefits

  Attracting and retaining talent starts with offering benefits that matter. We provide access to group insurance and health-related options for your team and their families.
  *Guardian does not issue nor advise for Health Insurance.

  • Health Insurance*

  • Group Dental

  • Group Vision

  • Group Life

  • Group Disability (LTD)

  • Group Critical Illness

  • Flexplan Individual Life

  • Whole Life

  • Universal Life

  • Variable Universal Life

  • Term Insurance

• Business Owner Protection

  Business owners face unique risks. We offer disability solutions that help you protect your business’s continuity, cover key expenses, and prepare for unexpected interruptions.

  • Disability Buyout Insurance (Buy/Sell)

  • Overhead Expense

  • Business Loan Payments