Services

Howell Financial Group is ready to assist you. Providing a variety of quality services, Howell Financial Group offers the value of comparison with the confidence of local customer service.

  • Tax Minimization Planning
  • Wealth Accumulation
  • Long Term Care Insurance
  • Asset Protection
  • Social Security Maximization
  • Retirement Income Strategies
  • Social Security Maximization
  • IRA* & 401(k) Assets
  • Fixed Annuities
  • Variable Annuities**

 

Neither HOWELL FINANCIAL GROUP, nor its employees, nor NYLIFE Securities LLC, nor its registered representatives, nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

*Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan.  You should consider the specific terms and rules that relate to each option including: the available investment options, applicable fees and expenses, the services offered, the withdrawal options, the potential flexibility around taking IRS required minimum distributions from the option, tax consequences of withdrawals and of removing shares of employer stock from your plan, possible protection from creditors and legal judgments and your unique situation.  Neither New York Life Insurance Company nor its agents provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.

**Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.

 

 

 

 

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