Start Your Financial Plan Now

We can help you structure your personalized insurance and investment strategy.  We offer many insurance products: life, disability income insurance, long-term care insurance, fixed annuities and group benefits and investments products: variable annuitites, managed money, mutual funds, stocks and bonds. 

Click here: For All Six Areas of Financial Planning

Click here: For Your Current Situation Questionaire

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Insurance and Annuities

·        Whole, Universal, Variable Universal Life and Term Life Insurance

·        Disability Income Insurance

·        Fixed and Variable Annuities

·        Long Term Care Insurance

Personal Financial Needs

·        Investment Strategies

·        Insurance Needs Analysis

·        Education Funding Plans (529)

·        Retirement Planning

·        Estate Planning

Investments

·        Mutual Funds

·        Traditional and Roth IRAs/IRA Rollovers

·        Retirement Plans (401K, SEPIRA, SIMPLE)

·        Brokerage Services

·        Investment Advisory Services

Employee Benefits

·        Funding for Pension and Profit Sharing Plans

·        Group Health Insurance

·        Group Short and Long Term Disability Income Insurance

·        Group Life Insurance

Business Protection

·        Business Succession Plans

·        Key Person Insurance Life Insurance and Disability Income Insurance

Please contact us for additional information about products and services offered.

Diane Agostino is a , Registered Representative and Financial Planner, New England Securities Corp member FINRA/SIPC

Securities products and investment advisory services are offered through New England Securities Corp., a broker/dealer (member FINRA/SIPC), and registered investment adviser.

Some health insurance products are offered through the Enterprise General Insurance Agency, Inc. Somerset, NJ 08873.