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Bring your career to life
It all starts with you
Bring your career to life
We're right here with you
We're in this together
Working With Individuals & Businesses
Overview
We believe in having the best of both worlds. For you, that means enjoying a lifestyle you love while preparing for your future. For us at Salem Financial, it means leveraging the latest technology while delivering a genuine human experience to our clients. We advise our clients specifically on the tools they need to optimize their assets and protect their future, and we educate you about the best path for your specific goals.
Whether you’re expanding your business or starting to think about retirement, we can help you determine which steps will help you get there successfully. You’ll also have access to the details of your plan on your Personal Financial Site, so you’re always in control of your financial world. Our friendly team is here to walk you through the plan you need so you can live the life you want.
Common Services
Salem Financial Group provides individuals and businesses with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.
Executive Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation
Estate Planning
Asset Protection
Charitable Planning
Disability and Extended Care Needs
401(k) and IRA Rollovers
Wealth Management
Financial Planning
We do not provide tax or legal advice. Please consult your own advisors for tax and legal advice.