With Integrity on your side, you can live life secure today and tomorrow. We work with you to identify your unique needs and develop a plan that ensures your security.
Our services include:
Every business has its own needs, and employee benefit packages are not just cookie cutter programs. Let us create a custom package tailored to YOUR needs and budget.
Retirement Planning 401 (k) rollovers IRA/Roth IRAs
Financial Planning Portfolio management Investment advisory Estate planning
Insurance Individual health insurance Medicare Supplements HSA (Health Savings Accounts) Life insurance Long-term care insurance Disability insurance Dental insurance
Brokerage Services Listed and OTC stocks Bonds (corporate, government, municipal) Alternative investments* * Alternative investments require minimum suitability requirements, and you should read a prospectus carefully before investing.
Employee Benefit Services Group health insurance Consumer driven health plans Self insured health plans HSA (Health Savings Accounts) HRA (Health Reimbursement Accounts) PPO (Preferred Provider Organization) HMO (Health Maintenance Organization) Dental (Indemnity and DMO) Life and AD&D insurance Disability (Long-term & Short-term) Voluntary Products: Dental Vision Term Life Cancer Section 125 (Cafeteria plans) HIPAA
*Securities and Investment Advice offered through Capital Financial Services, Inc. Broker Dealer Investment Advisor Member FINRA SIPC
Branches and additional offices:
(920) 686-82223121 Calumet Ave Manitowoc, WI 54220