Comprehensive Planning

Our Services: Comprehensive Planning

We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of the business we conduct.

 

 

We are dedicated to the success of our associates. We constantly strive to enable them to be of greater service to their clients. It is our objective that each Dettlaff & Company associate be a highly competent professional, respected for technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community.

Products & Services
Our strategic goal is to help our clients reach their maximum financial potential by educating and assisting them to develop a financial strategy to leverage their personal goals.

We offer a wide variety of products and services to help you solve today's personal and business financial situations and to prepare for the future.

 

One-Stop Planning Services

Personal Strategies

Financial Resource Analysis

 

Life & Disability Income Insurance Strategies 
Long Term Care protection
Health Insurance plans and options
Analysis of Savings and Investments issues
Budgeting, Debt Reductions and Cash Flow Study
Retirement Planning

Individual Retirement Accounts (IRAs) 
Tax Sheltered Annuities (TSAs)
Fixed and Variable Annuities
Retirement Needs Analysis
Tailored Retirement Programs
Long Term Care Insurance
Access to Over Three Dozen Lending Institutions
Free Pre-qualification assistance
Educational Seminars and Assistance
Tuition Funding Programs

College Costs Analysis 
Analysis of Investment options
Insurance and Investment Plans
Investment Products

Mutual Funds 
Unit Investment Trusts
Variable Annuities
Estate Analysis

Hypothetical Probate Analysis 
Tax Reduction Strategies
Charitable Giving
Attorney referral for legal services

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck