Services

Longshore Financial Group: Independent Financial Services for Your Future

At Longshore Financial Group, we offer independent financial services, products, and strategies in the following key areas:

 

  • Lifetime Retirement Income
  • Retirement Planning
  • Investments
  • Risk Management
  • Long-Term Care Planning
  • Business Owner and Employee Benefits

       Our services are designed to help you answer important questions about your financial future including:  

  • How can I get more from my investments?
  • How can I minimize my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • How can I minimize estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?
  • We also provide comprehensive financial services to businesses, their owners, and employees, including employee and executive benefits such as:

  • Section 125 Plans
  • Short-Term and Long-Term Disability
  • Health/ Hospital Indemnity Insurance, Dental Insurance, and Vision Insurance