Financial Solutions
Why Select Wood Gutmann & Bogart for your Financial Solutions?
The Wood Gutmann & Bogart Financial Solutions Department has assembled the finest staff of financial professionals whose experience is complemented by their intelligence and integrity. We are committed to continuous education, training and cutting edge technical resources. Our combination of talent and technology will ensure that your financial solutions program is the best cared for and cost effective plan available.
 
Partial List Of Products & Services Offered:
Life Insurance - Term & UL
Disability Insurance (LTD)
Long Term Care (LTC)
Asset Based Long Term Care
Medicare Supplemental Insurance
Non-Qualified Retirement Plans
Wealth Management Programs
College Funding Programs
Fixed Annuities
Certified Senior Advisor Services
Traditional IRA
Roth IRA
Simple IRA
SEP IRA
Policy Review Services
Risk Management Services
 
We Listen
  • To your goals and objectives
  • To what your employee environment consist  of today
  • To your budget, growth strategies and customized needs
  • To your current HR policies and procedures
  • What is most important to you
We Research
  • Exhaustive insurance carrier search & analysis
  • Alternative funding options – “No Stone Unturned”
  • Strategic Options – “Outside the Box”
  • How we can improve your current day to day operations
We Deliver
  • Competitive pricing with customized plan design and tools
  • Written service plan with quarterly report cards
  • Compliance support & facilitation
  • Customized Open Enrollment –Full Service, seamless transitions
    • Tailored to your needs - Multiple locations, multiple languages
  • “Immediate response with full follow-through” is our motto
  • Custom branded benefit guides and HR material/tools