Emerson & Company is an organization comprised of experienced professionals. We focus on creating strategies to achieve clients individual goals and move them toward becoming financially secure.

Investment decisions, tax implications, and insurance choices all impact one another and should be thoughtfully considered when approaching an investment strategy.

Our professionals will direct and manage a plan for your successful and stress-free financial goals.

We approach this process through:

Wealth Strategies
Investment Selection
Retirement Income
Tax Reduction Strategies

College Planning
Life Insurance Protection
Disabilty Insurance
Long Term Care
Simple and Roth IRA’s

401(k) planning
401(b) planning
Profit Sharing Plans
Estate Planning
Developing Investment Portfolios

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

800-924-3611 | 405-942-5000 | info@emersonandco.com