Passmore Planning Professionals

•Budget Review
•Emergency Fund Review
•Disability Insurance Review
•Property and Casualty Insurance Review
•Estate Plan Review
•Business Plan Integration

If a comprehensive financial plan is perhaps a bit more service than your family requires, our modular needs based analysis will review your current plan for possible changes you need to make in the plan's principle foundation pieces in order to fulfill your family's principal financial goals. Potential areas of review include:
•Retirement Plan Objectives
•Long-Term Care Needs
•Education Goal Objectives
•Life Insurance Review
•Disability Insurance Review

We offer a number of services for business owners, executives and employees. These services include:
•Qualified Retirement Plan Implementation
•Business Continuation Planning
•Key Employee Coverage
•Disability Protection Coverage
•Long-Term Care Coverage

Please be advised that presently representatives of Passmore Planning Professionals hold series 66, series 63, series 7, and series 6 licenses in AL, FL, MS, NM and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. will fluctuate in value and are subject to investment risks including possible loss of principal.