The Certified Financial Planners at Conover assist you in developing the estate plan that fulfills your wishes while addressing your individual circumstances. Our role is to construct a plan that provides for the orderly and efficient transfer of assets and reduces estate taxes.
Working in concert with your attorney, your planner ensures that your estate includes appropriate documents such as guardianships, powers of attorney, trusts and living wills.
For nearly a century, Conover’s first priority has been the financial well-being of its clients. To keep pace with your needs, our agency has sought new products, enhanced product features, expanded quality services, and pioneered new technologies. Breaking new ground is part of Conover’s tradition. We offer comprehensive products and services to help investors develop a sound, long-term financial strategy.
Retirement Plan Advisory Group (RPAG), a professional alliance of accomplished advisors that demands and delivers higher-level strategies, systems and services for qualified and nonqualified plan sponsor clients. As one of the largest independent consulting networks in the U.S., RPAG services – including investment analysis, plan design, fee benchmarkings and employee communications – help to enhance investment opportunities for our clients, while protecting fiduciaries from liability and loss.
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For nearly a century, Conover’s first priority has been the financial well-being of its clients. To keep pace with your needs, our agency has sought new products, enhanced product features, expanded quality services, and pioneered new technologies. Breaking new ground is part of Conover’s tradition. We offer comprehensive products and services to help investors develop a sound, long-term financial strategy.
