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Services Overview

As a business owner, you're not only looking out for your employees, but also the company as a whole. We cover all aspects of business planning from insurance to buy-sell agreements. Learn more about Business Planning.

Annuities and IRAs can help give you the retirement security you desire, and we have what it takes to guide you every step of the way. Learn more about Annuities and IRAs and how to make your money work for you.

Life insurance can offer monetary benefits for those who look to you financially. At Velocity, we offer Term Life, Whole Life, Universal Life and Survivorship Life Insurance policies. We also help answer questions such as, "How much insurance do I need," and “What kind of insurance is best for my situation?" Learn more about Life Insurance.

Want to get started now? Get your free, no obligation quote on Term Insurance today.

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It's important to protect your income if you're not able to work because you've been injured or become ill. Let us help you step through the process of finding out just how much you'll need, as well as what plan works best for you. Learn more about Disability Insurance.

The process of planning future income needs can seem difficult. AT Velocity, we will help you effectively understand all the ins and outs of planning for your future, as well as offer you several options. Learn more about Retirement Planning.

At Velocity we have professionals that work specifically in the area of philanthropic techniques, offerings and creative opportunities. Find out more about how Charitable Giving can work for you.

Because we're an independent Medicare broker, we're able offer you a choice of plans. We'll also help you compare them to find one that meets your specific needs. Learn more about Retiree Services at Velocity.

We offer step by step financial planning that works best for you. We are committed to a lifelong financial and professional relationship, and offer support and guidance through all of life's seasons. Learn more about Full Service Financial Planning.

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  • Benefits Counseling
  • Lump Sum Distribution
  • Educational Funding