In case you didn’t get a chance to review this information last month, here it is again. We want to help you too! This past month we revamped the healthcare and retirement benefits for a firm of 150 employees. Please give us a call.
Recently we were interviewed on Channel 12 in Richmond, see interview below:
As noted in the interview, we helped an “Average Joe” save hundreds of thousands of dollars. We did a complete estate plan and then reviewed an old life insurance policy and for the same amount of money, we DOUBLED his death benefit, but also allowed him to use this death benefit amount for Long Term Care, should he need it. Between the cost savings of the estate planning, life insurance, and long-term care, this was a WIN-WIN-WIN.
A great place to start with us …
As you know, we do all of the functions below, but a great place to start with us is estate plan and life insurance reviews. This is a complimentary service we give to AIA Virginia members.
- Financial Planning Issues
- Legal Advice
- Health Insurance
- Property and Casualty Insurance ( even auto and homeowners)
- Life, Long Term Care, Annuities and Retirement Plans
- Ancillary Benefits, like Dental, Vision, Tele-doc, Pharmacy, etc.
For more information on various topics, see our social media:
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Please feel free to contact us for any reason.
View AIA Virginia Benefits Package
Rob Smith
Chartwell Capital Advisors
Robert C. Smith, PLC
The Branch House
2501 Monument Avenue
Richmond, Virginia 23220
804-357-5977
rsmith@chartwellcapital.net