What We Do
Alan Provides Comprehensive Wealth Management.
Alan is a Certified Financial Planner™ Professional,a Certified Fund Specialist and is Certified in Long Term Care. He is a fully licensed, independent insurance broker and offers a large variety of investment options.
Alan can help you develop a fully coordinated financial plan, work with you in a specific area such as retirement planning and/or investments, or work with you on a specific area of need such as reviewing your life or disabilty insurance.
Alan works with life, health, disability and long term care insurance. In the area of investments, he works with wealth accumulation, retirement plans, investment management, 401k plans, lump sum rollovers, etc.
Whatever your need, you can count on Alan for good sound advice.
REGARDING COMPENSATION:
Alan can work in many different ways regarding compensation. Depending on the circumstances, client needs, and client preferences, Alan can work one of several ways:
Fee only
Fee plus commission
Commission only
Fees for assets under management
Take advantage of a complimentary consultative interview with Alan. This will allow you to get to know one another and determine if you would like to work together.
PRODUCTS & SERVICES
PERSONAL PLANNING
~ Education Planning
~ Retirement Planning
~ Estate Planning
Elder Care Planning
Family Foundation Planning
Tax Planning Services
~ Individual Needs Analysis
PERSONAL INSURANCE
~ Life Insurance
-Term Insurance
-Mortgage Life
-Whole Life
-Universal Life
-Variable Life
-First-to-Die Life
-Survivorship Life
~ Health Insurance
~ Disability Insurance
~ Long Term Care Insurance
WEALTH ACCUMULATION
~ Mutual Funds
~ Education IRA`s
Section 529 Plans
~ Money Market Accounts
~ Variable & Fixed Annuities
~ Government Securities
~ Tax Free Investments
~ Asset Allocation
~ CD Alternatives
RETIREMENT SERVICES
~ Roth IRA`s, IRA`s, SEP`s, TSA`s
~ SIMPLE IRA`s & 401K`s
~ 401K Plans & 403B Plans
~ Keough Plans
~ Pension & Profit Sharing Plans
~ IRA Direct Rollovers
BUSINESS & EXECUTIVE
PLANNING
~ Buy/Sell Agreements
~ Stock Redemption Plans
~ Cross Purchase Plans
~ Key Person Insurance
~ Executive Bonus Plans
~ Deferred Compensation Plans
~ Split Dollar Insurance Plans
~ Disability Business Buy-Out
~ Business Overhead Expense Ins.
~ Supplemental Retirement Plans
EMPLOYEE BENEFITS
~ Group Life Insurance
~ Group Health & Dental
~ Group Disability Insurance
~ Payroll Deduction Mutual Funds
~ Payroll Deduction Life Insurance
~ Payroll Deduction Disability Ins.
~ Payroll Deduction Personal
Pensions
~ Salary Continuation Plans
~ 401K`s and 403B`s
~ Pension & Profit Sharing Plans
~ Section 125 Plans
TO CONTACT ALAN:
Alan P. Siegel
Financial Services
50 Oliver Street
Suite 210
North Easton, MA 02356
508-238-0406 or 800-743-0406
Fax 508-238-0636
Email: alan@siegelfinancial.com
Securities ofered through:
G. A. Repple & Company
A Registered Broker/Dealer and Investment Advisor
Member FINRA and SIPC
101 Normandy Road, Suite 101
Casselberry, FL 32707-3864
(407) 339-9090
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