Financial / Insurance Planning
The following are services provided by our Strategic Business
In the continual effort to be our client's very own
personal Strategic Business Partner, By The Book has created
a list of our own Strategic Business Partners in the
following areas of business which allows us to provide
solutions for each and every of your business needs.
Our goal is to maximize the amount of after
tax dollars our clients realize from their business. Allow
one of our Certified Financial Planning partners to provide
you with the solution for all of your educational funding,
investment, savings, retirement and life insurance
Estate and Eldercare Planning
You have worked very hard to accumulate the
savings you now enjoy. It would be a financial disaster if
any one of life\'s many tragic events caused the
unexpected death or long term illness of a loved one.
Proper planning now can safeguard your home and financial
nest egg from the debilitating effects of estate
inheritance tax and assisted care medical facility costs.
Ask us to have our Eldercare Estate Planning Attorney
Strategic Business Partner to contact you.
General Business Insurance
Due to our participation in The
Hartford\'s XactPay Program, our clients are provided
access directly inside The Hartford Company. Dealing direct
with the insurer can provide substantial savings in your
insurance premiums by eliminating the agent
Our Strategic Business Healthcare Partner
will meet with you to determine the exact needs for your
company\'s healthcare policy. They will present you
with an in-depth comparison chart that allows you to truly
compare insurance carrier to insurance carrier, policy
coverage to policy coverage allowing you to make the best
educated choice in coverage for not only your company, but
also your own family. Contact us today.
Residential and Commercial Mortgages
Buying a new home or commercial piece of
property can be one of the most exciting and rewarding of
life\'s events. Allow us to eliminate the paperwork
nightmare that many people encounter when applying for a
mortgage. As your tax provider, we already have a majority
of the financial data mortgage underwriters require in the
application process. Call today and let By The Book
originate your mortgage to one of our Strategic Business
Partner Mortgage Companies.
Group Benefits & Retirement Plans