Our Services

Our Services

As a registered representative (through American Portfolios Financial Services, Inc.) and licensed insurance agent (through Northern State Financial, Inc.), I provide my clients with the benefits and services of a full-service brokerage house as well as an insurance agency. I help my clients achieve their goals by finding the most appropriate solutions for their needs and aspirations. We start with the five basic choices in how all money is spent:

  • Consumption (Needs and Luxuries)
  • Asset Accumulation
  • Estate Benefits
  • Charity
  • Taxes

 

My objective is to help my clients take a more active role in deciding how their funds are allocated. Because financial planning is a multi-faceted process, many clients find it complex and confusing, so they often miss out on potentially rewarding opportunities. That’s why our personal service is essential.

 

The first thing I do is get to know you—your values as well as your ambitions and desires. Then we assess your current status. Finally, we develop a strategy specifically designed to meet your needs and wants, and we assist you in implementing that plan. Throughout the whole process, we provide superior service with high ethical standards.

 

Areas of service include:

  • Cash Management
  • College Funding (529 Plans)
  • Disability Income Protection
  • Educational Seminars
  • Estate Conservation
  • Group Insurance
  • Insurance Assessment
  • Investment Selection
  • IRAs (Roth and Traditional)
  • Long-Term Care Insurance
  • Portfolio Evaluation
  • Qualified Sick Pay Plans
  • Retirement Planning
  • Risk Management
  • Tax Management
  • Variable Annuities

 

Alan R. Grodin

May 2006

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck