What We Do

Alan is a Certified Financial Planner™ Professional,a Certified Fund Specialist and is Certified in Long Term Care. He is a licensed, independent insurance broker and can offer a large variety of investment options.

Whatever your need, Alan will look forward to working with you and providing you with advice.



REGARDING COMPENSATION:

Alan can work in many different ways regarding compensation. Depending on the circumstances, client needs, and client preferences, Alan can work in several ways which will be discussed in each individual consultation.

Take advantage of a complimentary consultation 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

~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 Funding

~ Cross Purchase Plans

~ Key Person Insurance

~ Executive Bonus Plans

~ Deferred Compensation Plans

~ Disability Business Buy-Out

~ Business Overhead Expense Ins.

~ Supplemental Retirement Plans



EMPLOYEE BENEFITS

~ 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


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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck