Our Financial Services
At 18 Emerson, we provide a full suite of financial services designed to help you secure your future and protect what matters most. With expertise in Property & Casualty, Life, and Health insurance, we have a team ready to craft a personalized plan tailored to your needs.
1. Life Insurance Planning
Term Life, Whole Life, and Universal Life Policies
Customized life insurance illustrations to fit your family’s unique needs
Estate planning and wealth transfer strategies
2. Tax Liability Reduction
Strategic tax planning to lower your taxable income
Guidance on tax-efficient investment options
Ongoing reviews to adapt your plan to changing tax laws
3. Emergency Fund Creation
Strategies for building a 3-6 month emergency fund
Access to high-yield savings accounts and liquid investment options
Personalized advice on maintaining financial stability during unexpected events
4. Retirement Planning
Comprehensive retirement income strategies, including 401(k) and IRA planning
Rollover options and consolidation of retirement accounts
Projections and scenario analysis to ensure a comfortable retirement
5. Property & Casualty Insurance
Homeowners, renters, and auto insurance policies tailored to your needs
Comprehensive coverage analysis and risk management solutions
Business insurance for small and medium-sized enterprises
6. Health Insurance and Benefits
Individual and family health insurance plans
Supplemental health coverage, including dental and vision
Assistance with Medicare and long-term care options
Ready to Take Control of Your Financial Future?
Let’s start with a conversation. We’ll connect you with our team of experts who will work with you to develop a personalized financial plan. Contact us today to schedule a consultation and take the first step toward achieving your financial goals.