Stern Agency will provide financial tools for families, businesses and individuals so they can maximize their wealth and protect their assets.
We will provide a full service analysis and support in the following areas:
Individual insurance protection
- Term Insurance
- Universal Life
- Whole Life
- Survivorship Life
- Disability Life
- Long Term Care
- Annuities
Financial planning services
- Estate Planning
- Wealth Transfer Planning
- Retirement Planning
- Charitable Planning
- Executive Compensation Planning
- Business Planning