A Benefits & Retirement Planning Practice

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. At Waterside Financial Group, LLC, we are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Personal Planning for:

  • Life Insurance Needs
  • Mortgage Protection using Life Insurance
  • Roth and Traditional IRA Funding
  • 401(k) Rollovers
  • Retirement Planning
  • Long Term Care Insurance Needs
  • Disability Income Insurance
  • College Funding 
  • Charitable Giving 

Business Planning for:

  • Buy-Sell Funding
  • Key Person Protection
  • Executive Bonus
  • Retirement Planning
  • SIMPLE IRA Funding
  • SEP and 401(k) Funding
  • Voluntary Payroll Deduction Programs

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We look forward to helping you!





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