As you plan your financial future in today’s changing economic climate, you’ll find Payak-Dubbs can provide you with the professional guidance you require. We can help you plan a secure future for your family, your heirs, or your business.

Life Insurance

Financial Planning experts consider Life Insurance as an important component of a sound financial plan.  Life Insurance provides:

• Replacement income for dependents
• Payment for final expenses
• Ready resource for payment of taxes levied on an estate
• Inheritance for heirs
• Opportunity to make charitable contribution thru designation of beneficiaries

The specific amount of Life Insurance needed is not usually ascertained with a “one size fits all” formula.  With the assistance of an expert in this field, people are able to determine the type and amount of Life Insurance that meets their unique needs.

Investments

As a “Trusted Advisor” we can introduce you to an Investment Advisor that fits your investment personality.  We have long standing relationships with both fee-based and commission based advisors.  We can also help you sort through the many investment philosophies that are offered by the investment community.

Financial Services

Count on Payak-Dubbs for financial service products such as:

• Annuities/IRAs
• Business Continuation
• Buy-Sell Agreements
• Estate Planning
• Investments/Mutual Funds
• Individual Life/Disability
• Mortgage Protection
• Retirement Planning
• Review of Exit Plans
• Section 162 Plans

For more information on Payak-Dubbs’ financial service offerings, contact Marty Dubbs.