Welcome to
Remlinger Financial
and Insurance
Services
Independent and Comprehensive Financial Planners
Mission Statement:
We take complex financial challenges and break them down into simple solutions by helping our clients eliminate their dangers, enhance their strengths and maximize their opportunities.
We take a personalized approach to your unique needs. We are independent financial planners so we do not represent any one company. We customize a plan that is unique to your set of circumstances, and then we find the best company or companies to solve your needs. We are comprehensive financial planners so we can take an individual or business owner from start to finish, properly structuring them to minimize taxation, maximize wealth accumulation and transfer, and help eliminate lawsuits and creditors.
For Families and Individuals
� Working with you to identify your goals and setting up a strategy to help you achieve them.
� Making certain that if you live too long, die too soon or become sick or disabled along the way you and your loved ones will be well cared for
� Providing the peace of mind that your heirs will benefit from your hard work and careful planning.
Personal Planning
� Mutual Funds
� IRAs
� Annuities
� Estate Planning Strategies
� Health Insurance
� Life Insurance
� Short-term and Long-term Disability
� Long Term Care
� Medicare Supplement
For Businesses
� Creating a benefit package that provides for a healthy and secure workforce and improves the bottom line;
� Establishing compensation and pension plans that reward your employees for their contributions;
� Providing long-term and short-term disability insurance to keep you and your staff cared for during times of illness or disabilities;
� Making sure the equity your business has attained contributes to your individual financial well-being.
Business Planning
� Group Health Insurance
� Dental and Vision Insurance
� Disability Income Plans
� Life Insurance
� Pension and 401(k)s
� Deferred compensation
� Profit Sharing
� Business Succession Strategies
Wealth Accumulation and Preservation
Margaret is often asked to be interviewed by television, radio and newspapers. Call or email for a listing of upcoming interviews.
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