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Financial & Retirement

Financial and Retirement Services

Sound financial health. It takes in-depth analysis. It takes careful planning. It takes solutions, tailored to help meet your unique requirements. A.E. Mourad Agency understands your need to protect your business, personal assets and your employees in the event of death, disability and retirement.

In consideration of our clients desires, we have developed partnerships with financial and retirement professionals to offer our clients a plan that is objective, personally tailored, and focused on preserving and managing the assets you’ve accumulated. Our counselors address individual, family, and business issues to help anticipate significant financial events before they occur. Following is a partial overview of the services that we can assist you with:

Financial Planning services include:

  • Asset Management
  • Retirement Planning
  • Executive Benefits
  • Life and Estate Planning
  • Education Planning
  • Long Term Care Insuranc
  • Succession Planning
  • And more….

Retirement Planning services include:

  • 401(k)
  • Retirement Cash Flow Analysis
  • Retirement Plan Review
  • Distribution and Taxation Options
  • Investment Advisory and Brokerage Services
  • And more…

For more information on how we can serve your insurance needs, please call A.E. Mourad Agency at (248) 336-1600.
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