Our Strategies

INDIVIDUAL & FAMILY STRATEGIES


























-Traditional & Roth IRAs -Rollover IRAs
-Variable Annuities -Stocks & Bonds
-529 Plans -TSA/ 403(b) Plans
-Life/Disability Insurance -Estate Preservation
-Pension Maximization  


Regardless of your need, Bury Financial Group offers strategies that can be a fit for you and your family.


 





BUSINESS STRATEGIES






































-401(k) Plans -TSA/403(b) Plans
-SEP Plans -Payroll Deduction
-Simple IRA Plans -Key Person Coverage
-Age-Weighted Profit Sharing -Split Dollar
-Business Continuation -Group Health Insurance
-Deferred Compensation -Buy-Sell Agreement
-Group Long Term Care -Group Disability
-Group Dental Insurance