Offering Institutional & Personal Financial Advising Services*

 

Specializing in both Qualified and Non-Qualified Retirement Plans

401(k), 403(b), 457(b), 457(f), Defined Benefit Plans and Non-Qualified Arrangements

 

Specializing in Investment, Insurance, Long-Term Care, Estate and Family Planning

 

Group Benefits

              Group Term Insurance, Short-term DI, and Long-term DI

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things call attention to take action now in order to be prepared for the inevitable. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 

William D Groff IV is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MD, VA, DC, & PA. No insurance business may be conducted outside these states referenced.

William D Groff IV is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MD, VA, DC, NY, & PA. No offers may be made or accepted from any resident outside the specific states referenced.

*William D Groff IV is also separately registered as an investment adviser representative(s) ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MD, VA, DC, PA, & NY. As such, these services are strictly intended for individuals residing in these states.

William D. Groff IV is licensed to offer mutual funds and variable products.

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September 25, 2018 @ 10:25 AM

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