The Converse Team - Meet the Team 2 Crop

MONEY DOES NOT COME WITHOUT GUIDANCE

Creating a work optional lifestyle in your 50s is a tremendous accomplishment. Many who reach this stage in life decide they want to fully retire.

However, with early retirement, it can create a sense of financial scarcity. Can your retirement nest egg really support your best financial life for the next 40 to 50 years?

Company Client Services

  • Retirement Plans

  • Keyman Policies

  • Buy-Sell Agreements

  • Cafeteria Plans / Flexible Spending Accounts

  • Group Life Insurance

  • Group Benefits

Personal Financial Planning

  • Retirement Accounts

  • Tax Planning Strategies Utilizing Investment Accounts

  • Brokerage Accounts

  • Charitable Gifting

  • Investment Allocation & Risk Management

  • Estate Planning Guidance

  • Social Security& Medicare Planning Strategies

  • Insurance Services - Life Insurance, Short & Long-Term Disability and Long-Term Care

HOW CAN WE HELP?

We’d be happy to set up a time to talk and send you on the right path to achieving your goals.

YOUR ADVISORY TEAM

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MIKE CONVERSE, CHFC  , CLU  , CRPS  , AIF
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Wealth Manager, RJFS
Licensed Insurance Agent, K&A
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BRANDON CONVERSE, CRPS   , AIF   , CPFA
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Financial Consultant, RJFS
Licensed Insurance Agent, K&A
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ADAM EILERT
Financial Planner, RJFS
Licensed Insurance Agent, K&A