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.
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