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Financial Reserve Services, Inc. was founded in 1989. Our agents emphasize service and professional relationships with employees of the public school systems, charitable and religious organizations, public safety employees, community colleges and state agencies they work with.
This attention to professionalism has resulted in an environment that encourages long term relationships with our clients. In addition, our agents have earned various professional designations such as Chartered Life Underwriter (CLU) and Registered Principles. Our agents are supported by a central agents staff that is just as dedicated to our principles and professionalism and service.
Insurance- We work with several highly rated companies to offer competitive rates on both term and permenant life insurance. We also offer long term care insurance.
Tax Strategy- It is our philosophy that no one owes any public duty to pay more taxes than the law demands. It is our goal to assist you in arranging your affairs to keep your taxes as low as possible by using the current tax laws at your disposal. In many cases we can show you how to save in your retirement programs without changing your take home pay and by taking advantage of all the tax credits that are available to you.
PlanMember Securities Corporation does not provide tax advice. You should seek the advice from your tax advisor prior to making any tax related decision. Not all of the concepts and ancillary programs described in this website are available through PlanMember Securities Corporation, Inc., but are only available exclusively through Financial Services represented on this website.
Investments- We provide access to an array of investment choices, ranging from fixed, index, variable annuities and mutual funds. We pride ourselves in finding you the right program that helps meet your risk tolerance and investment goals. We can help you put together a diversified portfolio that helps meet the individual needs of you and your family.