EXTENDED PERSONAL SERVICE, LTD
"If it's important to you, it's important to us."
Our Services
Variety of Services Tailored Just For You.
SMILE. It's a good time to talk!
More Time • Less Hassles • More Money • More Choices • No Worries
PORTFOLIO MANAGEMENT PLANNING
How much diversification do I need in my portfolio?
How much of my portfolio should be at risk?
RETIREMENT INCOME PLANNING
How do I not outlive my savings?
How can I create life-time income?
What should I do with my 401K?
SOCIAL SECURITY PLANNING
When is the best time to start taking Social Security?
Can my spouse draw from my Social Security?
LIFE INSURANCE & ESTATE PLANNING
How much life insurance is needed and for how long?
How can I protect my loved ones if something happens to me?
I need to put my affairs in order, who can help me?
Do I need a Living Will and a POA?
Attorney Referrals.
MEDICARE AND HEALTH INSURANCE
When can I apply for Medicare?
Is there an open enrollment period?
How do I apply for Health Insurance?
STRATEGY PLANNING
What are Fixed-Index Annuities?
How do I get the best rate on a Fixed Annuity?
TAX STRATEGIES
CPA Referrals.
ONGOING CLIENT SERVICES
Yearly reviews and adjustments when needed
THE DIFFERENCE......
Extended Personal Service's mission is to create relationships that last. We tailor our comprehensive strategy planning to the priorities of our clients, while providing a comfortable atmosphere for clients to learn how they can help meet their financial goals. We are uniquely focused on developing and managing our client's needs. While working with CPA's and various law firms to create a team approach to develop each of our clients' financial strategies.
By contacting us, you may be offered information regarding the purchase of insurance and investment products. Securities and Advisory Services Offered Through Harbour Investments, Inc.
The objectives may not be met.