Life, Financial Services, and Succession Planning
When you’re looking for help with life insurance, financial planning, or business succession, you want to be sure your adviser puts your needs before those of the companies they have partnered with. That’s why we have teamed up with James Financial Partners, whose founding mission was to eliminate the politics often involved with other financial planning organizations. That rightfully allows the client’s needs to be the primary focus of the relationship, informing and guiding all actions, decisions, and advice offered.
Together, Connell Insurance and the team at James Financial Partners can provide families and businesses with the guidance they need as they seek to build wealth and protect their assets. Some of the services offered include:
- Life insurance
- Estate planning
- Business planning
- Business succession
- Retirement planning