Our Services
The management process at 3 Mark Financial begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
SOME OF THE SERVICES WE OFFER:
Life Insurance
High quality, competitively priced Life Insurance products, including Permanent, Term, Combination, Return of Premium and Variable policies.
Investment Products and Services
Our Investment Products and services, available through our companies and organizations, will help you achieve your financial goals at every stage of your life. They include but are not limited to:
- Annuities
We offer high-quality, innovative Annuity Products. Choose from Deferred and Immediate annuities at Variable and Fixed rates of return.
- Stocks & Bonds
- Mutual Funds, Exchange Traded Funds (ETF's)
- Professionally Managed Accounts
- IRAs - Traditional, Roth, SImple & Sep
- Retirement Plans - 401K, Profit Sharing, Solo DB
- College Planning - 529 Plans, Coverdell Plans
- Disability Insurance
Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others.
- Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
- Identity Theft Protection - Monitor and protect your identity. ID Theft Assist does the work for you.
- Property & Casualty Insurance- Through an affiliation with strategic partners we are able to offer competitive auto, home, business and commercial quotes.
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