Bryson Financial Group has a wide variety of products and services to help you protect your wealth and manage your risk.  With over 35 years of experience and a highly motivated team of individuals we strive to grow and protect your wealth while managing risk, as we will always provide only those services that are well suited to you.  We offer products and services in the areas of estate planning, insurance products and annuities, and other more specific products.

• Our Estate Planning ensures that upon your death, your property and possessions are transferred in a way that best suits you and your family
• Bryson Financial Group has a  menu of investment options that allows us to tailor an investment program to  the unique objectives of each client. 
• We have a wide range of Insurance Products and Annuities which cover many different needs from business to personal risk.  We maintain a strong network of partners to ensure that you always receive the protection and coverage that you need & desire
• Our Other Programs provide you with a great way to plan for the future and to protect your wealth.  We promise to work with you throughout to always find a solution that is well-suited to you and your needs 

Estate Planning: Estate Planning offers many benefits. First, it allows us to determine who, what, where, and how your assets will be transferred upon death. Secondly, it allows these assets to pass in the most efficient way possible. And third, it allows us to plan for expected taxation of assets by exploring alternatives that will provide cash to pay these taxes. 
The process of estate planning requires many different areas of expertise to work together such as legal, financial and so on.  With this in mind, we believe in a team approach to estate planning.  This team approach allows several disciplines to work together in providing products, services, and direction in making your estate plan come alive.  We work very well with an existing team, or if so desired, we can design one that meets your objectives.

Investment Management: First, we work with the client  to find out their own goals and objectives through a comprehensive fact -finding session.  We, then take a team approach and leverage the varied  skills of our team members to develop a plan based on each clients goals  and dreams.  From there, we work with our clients to prioritize the steps of the plan and begin the implementation phase of the plan. Perhaps the most crucial part of the  process is monitoring the plan to make sure each life changing event is  addressed and the plan is updated accordingly.

IRA Rollover - Leaving your job can create a lot of anxiety. We, at Bryson Financial Group, are here to help. Below are the options you have available to you when terminating your employment.

• Option # 1 - Rollover to an IRA - No taxes or penalties need to be paid. - Full control of your own money - Additional contributions can be made (up to $4,000/year)
• Option # 2 - Maintain Current Account - If you have over $5,000 vested, you can maintain your current account - Keep in mind the employer still controls your access to your account and no new contributions can be made.
• Option # 3 - Cash Distribution - 20% will automatically be withheld to cover federal taxes, plus additional taxes may be required at year-end. - If under age 59 1/2 , an additional 10% premature withdrawal penalty will be incurred.

At Bryson Financial Group, we have designated rollover specialists that are here to help you manage the distribution process. Please contact us, so that we can assist you.

• Whole Life
• Universal Life
• Fixed Annuity
• Variable Annuity
• Variable Universal Life
• Term Life
• Survivorship Life
• Long Term Care
• Disability Income
• Key Man Insurance

Other Programs:  We offer many other programs to assist you in growing and protecting your wealth and managing your risk.  We offer unique solutions in business continuity agreements, providing key employees with disability income, and also in making buy-sell agreements for your business.  These are only some of the more common programs we offer, but if there is something more specific that you wanted don’t hesitate to contact us and we promise we’ll strive to find a solution that works for you.