Financial Services

 
  Just as the world continues to change so do our lives, our dreams and goals. With the resources available through Critchell-Miller & Petrus' Financial Services division we can help ensure that lives are protected, dreams become realities and goals are achieved. Together, with careful planning and expertise, life's curves won't throw you off course.
As with our with our business accounts, we will work with you to determine your needs and objectives before recommending a specific financial plan. And we will regularly evaluate your program to help you keep pace with the important financial changes in your life.		  
 
Personal Financial & Benefits Products and Services:		  
 

Employee Benefits

  • Group Health Coverage
  • Group Life Insurance
  • Group Disability Coverage
  • Dental, Vision Coverage
  • Long Term Care Coverage
  • 529 Education Funding Plans
  • 401(k) Plans & 403(b) Plans

Business Benefits

  • Business Continutation Planning
  • Business Valuation Planning
  • Business Partner Buy Sell Funding
  • Executive Bonus Planning
  • Key Person Planning

Individual Products

  • Major Medical Coverage
  • Life Insurance
  • Disability Income Protection
  • Dental Coverage
  • Long Term Care Coverage
  • 529 Plans
  • Retirement Supplement Plans