Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Insurance
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Health Insurance
Annuities
Long-Term Care and Disability insurance are offered through representatives who are independently contracted with insurers providing such coverages and are neither underwritten nor issued by National Life Insurance Company.
Scott M. Levin, CFP®, AIF® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Advisory services offered solely through Equity Services, Inc.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
levin_scott@nlgroupmail.com | (410) 527-1292