Financial Services

As an individual, life presents many financial needs. T. L. Daniels can assist you with building equity, protecting assets, persevering wealth, and planning for future generations. We have a complete array of insurance and investment products that provide sound solutions.

We're equally well equipped to assist business owners with products that offer company security and growth. We have an extensive number of working solutions, including insurance plans; flexible benefits, customized pensions, and profit sharing plans; 401(k)s; and key employee and deferred compensation plans.

Personal Services

Building Wealth…

  • Mutual Funds
  • Annuities, Fixed and Variable*
  • College Funding / 529 Plans
  • Retirement Planning

Protecting Wealth

  • Life, Disability and Long Term Care Insurance
  • Estate And Tax Planning
Financial Planning

Business Services

Benefits for employees …

  • Health Care Benefits, Including Dental and Vision Care
  • Group life, Disability and Long Term Care Insurance

Retirement plans to shelter income and build wealth

  • Profit Sharing
  • 401(k)
  • Defined Benefit
  • Simplified Employee Pension (SEPs)
  • SIMPLE IRA Plans

Insurance to protect against the unexpected

  • Business Loan Protection and Overhead Insurance
  • Disability Buy-Out
  • Buy-Sell Agreements
  • Key Employee Insurance