OUR SERVICES
Our Services
Supplemental Retirement Plans
Create a Business Tax Deduction, Offer Zero Cost to the Participant, Generate Tax Free Income at Retirement… Than the "Executive Bonus Plan" is your RETIREMENT SOLUTION!!!
Alternative Investments
We offer safe and guaranteed investments that are perfect for your Fixed Income portfolio. These plans allow you to “participate in market gains but not take market risk”. The performance of these plans are linked to a market index that guarantee not to lose but limit gains.
Structured Financing
Structured financing enables high-net-worth individuals and businesses to leverage their existing assets as collateral to fund large life insurance policies—without liquidating those assets. This approach supports estate liquidity needs, business continuation, and supplemental retirement planning objectives.
Estate Planning
While your estate plan is typically comprised of various complex legal documents, it can also serve as a final message that reflects your personal values and leaves a lasting legacy by which your family and community will remember you.
Business Continuation Plan
Planning for the potential loss, disability, or retirement of a business owner or partner is essential to maintaining your business’s continuity.
Key person insurance
The aim is to compensate the business for losses and facilitate business continuity. Key person insurance does not indemnify the actual losses incurred but compensates with a fixed monetary sum as specified on the insurance policy.
Wealth Management or Wealth Planning. We’re Here to Help.
Testimonials
REQUEST YOUR INITIAL CONSULT TODAY!
(860) 276-1091
info@cofginc.com
Monday - Friday
09:00 am to 06:00 pm
Office Locations
Southington, CT
Dunedin, FL