Classic Financial

What To Expect

Our goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one size fits all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals. We offer you timely investment advice with the highest level of integrity and service.

  • Qualified Retirement Plans
  • Split Dollar Plans
  • Investement Risk Management
  • Long-Term Care Insurance
  • Asset Protection

  • Capital Gains and Estate Tax Elimination
  • Inflation Protection
  • Investment Risk Elimination
  • Life Expenctancy Distribution
  • Endowments