Services to Get You There

At Palmetto Financial Associates we recognize that insurance planning is no longer a “one-size-fits-all” approach. Whether you are a young professional, in the midst of your career, or have years of work and life experience, we can help you determine what your needs are and how to best protect your assets. Our goal is to sit down with our clients and determine their needs so we are able to help them protect themselves using a comprehensive approach.

We offer a multitude of fixed and fixed-indexed annuity products designed to help grow and protect your assets, all while protecting you from market down-turns. We assume that no one, at any stage of their life, is willing to risk assets due to market instability.

We also offer a variety of life insurance products designed to meet the needs of every stage of life. We want to know what your goal is when purchasing life insurance so we know exactly what type of life insurance product is most appropriate.

We pride ourselves on a client-centered, old fashioned, common sense approach to asset protection, management and preservation. Whether it is life insurance, a ROTH IRA, a retirement rollover, or Long-Term Care you need, we will work hard to find the products which work best for your individual needs!


Contact us for your complimentary financial consultation.