Personal Services 

 

We are financial professionals who offer a range of products and services to meet the individual needs of our clients.

 


Our Services Include:

Independent Fee-based 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 Planning

Personalized Service

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.