Howley Financial Group
PLANNING PROCESS  |  PRODUCTS & SERVICES
Howley Financial Group Developing confidence in your financial future starts with a thorough examination of your income and expenses, assets and liabilities, investments, goals and timelines, tolerance for risk, and finally taxes.

You can rest comfortably in the knowledge that HFG will integrate every aspect of your financial future – from *investment strategies to making your assets truly work for your benefit.

Below is a listing of all the products and services that they will explore as they work on creating your unique plan.

Individual, Family, and Business Owner Planning Services Include:

ESTATE PLANNING
Wealth Creation and Conservation

WEALTH BUILDING STRATEGIES

*INVESTMENTS STRATEGIES

INSURANCE PLANNING
Life, Disability Income, Medical, Long Term Care

COLLEGE FUNDING STRATEGIES


RETIREMENT PLANNING
IRAs and other pension and tax advantage vehicles

BUSINESS PLANNING
Buy-sell Funding
Business Continuation/Succession Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives

EMPLOYEE BENEFITS PLANNING
Pension Plans
401(k) Plans
Split Dollar and Executive Bonus Plans
Deferred Compensation Planning

GROUP LIFE AND HEALTH BENEFITS
Long-Term Disability Protection
Group Major Medical
Group Dental

INVESTMENT PRODUCTS
Variable Annuities
Stocks and Bonds
Mutual Funds

STRATEGIC ALLIANCE PROGRAM
Strategic Alliances and Joint Ventures


*Investments offered through Park Avenue Securities