Personal Services

                                                                                                                
 

 

We are financial professionals who offer a range of products and services to address the unique needs of each individual client.

 

 

 

 

 

 

Our services include:

 
 
 ·  Independent Fee-based Financial Planning*
 
 

·   Personal Risk Management
     Life Insurance
    Disability Income Insurance
    Long-Term Care Insurance

 

·  Investment Services    

    Wealth Accumulation Strategies
    Investment Products
    College Funding Strategies
    Retirement Plans
    Managed Accounts*

 

 

·  Estate Funding



·  Personal Service from Experienced Staff

 

·  Secure Online Access to Account Information

 

*John Bourland Financial Planner and Investment Adviser Representative offers financial planning and investment advisory services through New England Securities, a Registered Investment Adviser.