Our Services

"Individual Planning Services"

  • Investment Advisory* 
  • Retirement Planning
  • College Funding
  • Life Insurance
  • Disability Insurance
  • Estate Planning
  • Gifting Strategies
  • Philanthropy Planning
  • Long Term Care Insurance 

"Business Planning Services"

  • Executive Benefits
  • Exit Planning
  • Estate Conservation
  • 401(k), SEP, and SIMPLE Retirement Plans
  • Key Person Insurance
  • Buy/Sell Solutions
  • Disability Insurance
  • Tax Strategies in conjunction with your CPA**

 

**Neither Todd M. Cour nor Cour Financial, LLC provides legal, tax or accounting advice. Please contact your own advisors for more information on your particular situation.