At Metz Insurance, we can suggest other professional resources such as insurance firms, law firms, investment firms, and accounting firms. We have established these relationships to provide clients with the appropriate advice and counsel on their financial affairs. Email Corey to learn more about some suggested professionals depending upon your specific needs and requests.
Insurance Planning
- Individual health
- Group health & ancillary benefits
- Property & casualty
- Auto and home
Estate Planning
- Wills, Trusts, GRATs
- Family Partnerships
- Family Foundations
Wealth Management
- Investment advice
- Personal financial statements
- Cash flow projections
Tax Planning
- Tax return preparation
- Quarterly income tax projections
- Managing capital gains/losses
- Not-For-Profit Organization planning and returns
