Sharefax Financial Services

Products & Services:

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Investments


  • Fixed and Variable Annuity Options
  • Mutual Funds


Life Insurance


  • Private Pensions
  • Pension Maximization
  • Mortgage Protection
  • Estate Taxes
  • Family Needs
  • Children 


Health Insurance


  • Group or Indivdual
  • PPO, POS, HMO
  • Short Term Medical
  • HSA (CDHP)
  • Long Term Care


Disability


  • Salary Continuation
  • Business Office Expense
  • Key Person
  • Buy/Sell Coverage
  • Qualified Sick-Pay Plans


Retirement Planning


  • 401K & 403b Plan Review
  • IRA
  • IRA Rollover Considerations
  • Roth IRA