Our Services

Financial Services Strategies - our financial services division together represents many years of industry expertise.  They work one on one with clients identifying short and long term financial goals and assisting with developing a strategy to work towards those goals.

  • Ascertain individual's financial position, present and future
  • Develops personal financial strategies
  • Utilizes state of the art software to develop a financial road map
  • Conducts timely asset allocation* reviews

Charitable Planned Giving - at the heart of planned giving is, "Will your will become a voice of legacy?"  At Pillar Financial Group, our team of associates use the latest strategies to assure your planned giving goals.  There are several types of plans.  Many of these plans have wonderful benefits for the gift donor.  Many families have enjoyed increased income, tax savings, increased estate value to heirs, plus more....

Employee Benefits - our employee benefits division provides a comprehensive approach to benefit design and implementation. With the rapidly rising costs of maintaining a quality benefits package, employers need new and innovative ideas to meet the needs of their employees. From an extensive market search of group insurance products or 401(k) plans to providing individual customized employee benefit statements, the Pillar Financial Group is equipped to be a resource to any employer.

Corporate Resources - Integrated Planning Strategies helps you effectively communicate to employees what benefits they have now.  This is done on a person-by-person basis, not via mass communication.  This can be accomplished as simply or as elaborately as you determine appropriate.  Although understanding the existing benefits package is essential, we think it is only a foundation from which your employees can grow and help themselves establish an independent tomorrow.  That is why, at no cost to you and with no obligation to any individuals who voluntarily attend, we offer to conduct one or more informative workshops on topics of interest to your employees.  These are strictly non-commercial, and no selling will take place during a workshop.

Worksite Resources - An an employer, you are continually looking for ways to enhance your benefits package.  Worksite Resources is a great way to add benefits without adding cost, allowing your employees to purchase additional benefits at group rates and less underwriting to qualify.  Pillar will professionally design your voluntary benefits such as, accident, long term care, short term disability, long term disability, personal sickness and cancer.

Mortgage and Real Estate - Due to the complexities in the industry today and the constant and daily changes occurring, we highly recommend that you phone our expert for personal and confidential details.  Of course, you can also discuss your needs with your personal financial advisor.

Property & Casualty - Commercial Lines