Our Financial Services

Our goal is to provide honest, transparent recommendations that can help you meet your personalized financial needs, whether it's for retirement, financial planning or small business. We want you to feel secure by offering you the right level of services with solutions that are among the highest rated and trusted in the industry.

Pension Risk Transfer

Take advantage of pension risk transfer to maximize the benefits offered to your employees.

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Retirement Planning

Whether you are starting to think about your future retirement—or already living in it—evaluating your current financial strategies and solutions are important to your lifestyle—today and tomorrow. You've worked hard for your money, and we want your money to work as hard for you. We want to help you build toward a financially secure retirement that will allow you to enjoy the lifestyle you envision.

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Small Business Financial Solutions

If you own a small business, you know there are unique challenges to face. Whether it is the ability to retain talent, maximize the value of your business, plan your succession or retirement, or manage rising healthcare and health insurance costs, Western & Southern can help.

We offer financial solutions to fit the needs of a wide variety of small businesses. Align with a company that has some of the highest industry ratings, extensive products, and solutions and superior service to support you and your business.

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