AGIS Financial Inc

(651) 766.0992

AGIS Financial Inc provides an array of products & services as outlined to the right.

The Process

·	An initial meeting to collect data

·	Preparation of our unique personalized financial planning notebook

·	A second meeting to review your financial notebook & present our recommendations

·	Implementation and review meetings to keep your plan on track and effective

AGIS provides a full line of insurance including:

ü	Home Owners

Auto

Health

Life

Insurance

Providers

Insurance Companies AGIS represents:
A.I.G. Auto, American General, Assurant Health, Blue Cross & Blue Shield, C.N.A., Conseco Ins. Co, Dairyland, Dreckbrook, Drive Insurance by Progressive, Encompass, Foremost, Health Partners, Ill. Mutual Ins. Co, Progressive, Sentry Ins. Co & More.

Services

·	Long-Term Care insurance

·	Professional financial analysis

·	Tax analysis and reduction

·	College funding programs

·	Investment program management

·	Senior tax analysis & reduction

·	Financial notebook preparation

·	Financial plan design/coordination

·	Retirement planning

·	Estate creation and planning

·	Financial planning newsletter

·	Financial seminars

Products

·	Home owners, auto, health & life insurance

·	Mutual Funds

·	Tax Favored investment accounts

·	Risk Management Plans

·	IRA/Retirement Programs

·	Direct Participation Programs

·	Government Securities

·	Stocks & Bonds