Services

Here at Workman & Associates, we provide a variety of investment, insurance, and retirement services.

While the services listed on these pages are not an inclusive list, you should know that we are able to offer you a wide variety of products from various companies throughout the world to meet your financial goals. We also offer many services that may be able to make your financial planning process more efficient, focused, and easier for you.

Whether it is creating a full-blown financial plan, reviewing any investments or insurance you already own, or looking over with you your company retirement plan, we can help you put together the plan that is right for you. We look forward to earning you business and trust.

Investment Services

Investment Services. The enormous amount of information available to today’s investor means the big picture can be a bit overwhelming. We can help you sort through the clutter and bring your investment goals into focus and design a portfolio to help work toward them. Our financial advice is based upon helping you create an investment portfolio … Continue reading Investment Services

Insurance Services

Insurance Services. As your personal and financial situations evolve, it is important that you are prepared to meet your changing needs with adequate resources. The type of insurance policy you purchase will depend on your current needs, budget, and cash value accumulation goals. At Workman & Associates, we offer Disability, Life Insurance (Term, Universal, Variable … Continue reading Insurance Services

Retirement Plans

Retirement Services. A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for many who find they do not have enough money to meet their retirement needs. Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your … Continue reading Retirement Plans