Our Services

We provide a full range of financial services and products from over 100 select companies.
Our planning services for individuals include:
Retirement Planning*
Estate Analysis and Planning
Charitable Giving
Asset and Risk Management*
Wealth Accumulation
Tax Strategies

To businesses we offer:
Business Continuation & Succession Planning
Pension Consulting, Design & Implementation
Executive Compensation Design
Employee Benefit Analysis

Investment* Products Available:
Brokerage Services
Mutual Funds and Money Markets
Fee Based Asset Management
Pension and Retirement Plans
Variable Annuities

Insurance Products Include:
Life and Disability
Long Term Care
Fixed Annuities

Certain products are available through inter-company marketing agreements with third-party providers.

We invite you to browse the library, and use the calculators, so you can experience the capabilities of our organization.

An agent from Ameritas Financial Services of WPA will contact you to provide you with requested information.