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Our comprehensive range of financial services and planning strategies are focused on enhancing our clients’ ability to enjoy the quality of life they have dedicated their lives to create.

Insurance Strategies

While no one can predict the future, it's important to have a customized insurance and risk management plan in place to help give you peace of mind that your income, your family, and the longevity of your business are protected - though all of life’s uncertainties.

Life Insurance | Long-Term Care | Disability Income Insurance

Legacy Planning

Your estate and trust planning deserve careful attention. Our experienced team of financial professionals can help you develop a plan that will help ensure your legacy continues on to the people, communities and charitable causes that mean the most to you.

Wealth Transfer | Estate & Succession Planning | Trust Services | Gifting

Business Planning

We understand the value you bring to your business and the people who make your business successful. We will work with you to protect your employees’ best interest, while protecting your business and the legacy you have built.

Succession Planning | Buy-Sell Funding Options | Key Employee Insurance

Executive Benefits

We specialize in the design, implementation and administration of executive benefits plans that help to attract and retain key employees and protect your business with effective solutions now — to ensure a successful future.

Executive Bonus | Split Dollar | Deferred Compensation | Qualified Plans

Workplace Solutions

We know the financial well-being of your employees is important — and every employee’s needs will be different. The Podium Group Risk Management offers a range of comprehensive, effective employee benefit solutions to help protect your employees and key executives to help ensure them a successful financial future.

Financial Wellness & Education

With access to our financial education, wellness program and online learning tools, applications, and financial resources, we can help your employees make better decisions about their finances and use of the benefits you offer.

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