Our Services

FINANCIAL SERVICES

 

Wealth Accumulation Strategies

 


  • Financial Planning

  • Retirement and Social Security Planning

  • Education Funding Strategies

  • Wealth Management

  • Mutual Fund / ETF Investing

  • IRA Consolidation/Rollovers/Pension Transfers

  • Pension Payout Alternatives

  • Fixed and Variable Annuities




 


Family and Wealth Preservation Strategies


 



  • Life Insurance and Risk Management

  • Medicare Supplement Coverage

  • Long-Term Care Insurance

  • Charitable Giving Strategies

  • Estate Conservation Strategies




 


Business Continuation/Key Employee


 



  • Deferred Compensation Plans

  • Executive Retirement Plans

  • Key person Life & Disability Insurance

  • Buy/Sell Agreement Funding

  • Disability Buy-Out Plans




 


Retirement Plans / Employee Benefits


 



  • 401(k), Profit Sharing Plans, 403(b) Plans

  • Defined Benefit and Defined Contribution Pension Plans

  • SEP and SIMPLE IRA Plans

  • Group Insurance (Health, Life, DI & Dental)

  • Health Savings Plans

  • Flexible Spending Accounts

  • Workplace Education



 

WHB Financial Advisors, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies

CRN202104-246042

 

 

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