For you, the individual

Financial Planning

A well-conceived plan to address your personal estate and retirement concerns can be the difference between preserving assets for heirs or losing more than half to taxes.

Our team of life insurance and planning specialists can assess an individual’s needs and custom-design, implement, and fund a program to help create or preserve wealth for your family.

Tillman will periodically review your plans. Based on regulatory changes, industry developments and other factors, we will recommend modifications to ensure that you continue to meet your goals and receive the maximum tax advantages allowable.

Planning

• Estate Planning and Wealth Conservation
• Personal Life and Disability
• Income Protection
• Annuities and Accumulation Plans
• Long-Term Care Protection