- Roth IRAPlan for retirement. Enroll in your employer’s retirement plan and take advantage of their matching contribution, if one is offered. If your employer does not offer a retirement plan, seek advice about starting an Individual Retirement Account, or Roth IRA account.
- Income TaxLife insurance can help give you peace of mind today and provide income-tax free money for your family if you die. It can ease the burden of expenses you might leave behind like funeral costs, mortgage payments or unpaid debts.
- Investment Management
- Wealth ManagementJohn offers more than 25 years of banking, trust, and wealth management experience. His experience includes implementing and managing the sale of investment and trust products. John holds a Certified Financial Planner (CFP) designation. John is actively involved with numerous community organizations and serves as President of the Oakland School Education Foundation.
- Payroll ServicesManage payroll tasks quickly and easily from a single web-based platform anytime and from anywhere with Innova Payroll Services.
- Long Term CareReview your health coverage. If you have purchased a Long Term Care Insurance policy, take some time to review the terms and ensure it allows adjustments for inflation and provides in-home care. Be sure to take advantage of any benefits that may be included.
- Asset Management
- Asset ProtectionGive yourself peace of mind by protecting your vehicle purchase. Guaranteed Asset Protection (GAP) helps members if their vehicle is totaled or stolen and their loan amount exceeds the vehicle value. The protection pays the shortage. Benefits include...