The Washwick Agency, Inc.
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  • Home
  • About
    • Insurance Carriers
    • Refer a Friend
  • Products & Quotes
    • Senior Services >
      • Medicare Supplement
      • Long Term Care
    • Group Health >
      • Dental
    • Individual Insurance Market 2020
    • Dental & Vision Insurance
    • Business >
      • Business Owner Packages
    • Life
    • Home
    • Auto
    • Financial Planning >
      • Annuities
    • Travel
    • Pet
  • Service Center
    • Update Contact Info
    • Policy Change
    • Contact Carrier
    • Online Documents
  • Blog
  • Contact
    • Individual Insurance Market 2020
    • INDIVIDUAL Market Appointment Request
    • Request Indv. Health Ins. Application
  • SCHEDULE an Appointment Here!

Financial Planner

What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Whole Life Insurance
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.

Contact Us About Financial Planning:

(631) 369-0888
860 East Main St
Riverhead, NY 11901
Click Here to Email Us
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The Washwick Agency, Inc.
860 East Main St
Riverhead, NY 11901
(631) 369-0888
Click Here to Email Us
SW 2020