The Carillon Group

CONNECT

Address:

8600 Emerald Valley Circle
Chesterfield, VA 23832    

Phone:

804-938-7929

Fax/Other:

804-639-3839

The Carillon Group's Products & Services

Our customized programs are designed to help grow, protect and conserve our clients' wealth by delivering a high level of personalized service and experience.

The Carillon Group offers highly rated carriers along with experience in financial concepts, product design and due diligence.

    WE ENCOURAGE YOU TO CONTACT OUR FIRM TO LEARN  MORE ABOUT THE FINANCIAL SERVICES WE PROVIDE. 

Our process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, will focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

  • Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

  • Investment Products & Services offered through Lincoln Financial Securities

Our Investment Products and services can help you pursue your financial goals at every stage of your life.

  • Annuities

We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.  Variable annuities are offered through Lincoln Financial Securities.

  • Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

      Services including . . .                                                      

       Employee Benefits                                         Retirement Strategies

        Executive Benefits                                         Asset Allocation Modeling*

        Key Executive Bonus Plans                          Estate Planning Strategies*

        Worksite Seminars*                                        Wealth Accumulation Strategies*  

        Business Succession                                     401(k) Rollovers

        Buy Sell Funding                                             Mutual Funds*

        Key Employee Retention Plans                     Tax Exempt Funds*

        SIMPLEs and SEPs                                         Traditional / Roth IRAs

        Investments / Securities*                                College Savings Plans*

        Salary/Wage Continuation                              Life Insurance

 

 

*These products and services offered through Lincoln Financial Securities.          

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck