Aldriedge Insurance and Financial Services
Office: 972-480-9900
E-mail:





























    Home    Quote    Insurance 101    Services    Claims    Links    Contact Us


"Investing is a continuous process; it isn't supposed to be interesting. It's a responsibility."

--- Charles Ellis, As of 2001 he was responsible for overseeing the $10 billion endowment fund at Yale University

If you would like to start a Roth or Traditional IRA, visit with me regarding your existing IRA or retirement account, please complete the form below or call my office for a FREE initial consultation.

I can help you lay out the map for the road to financial freedom.

  Your Full Name:
  Date of Birth:
  Spouse Full Name:
  Date of Birth:
  Street Address:
  City:
  State:
  Zip:
  Phone number where you would like to be contacted:
  Fax:
  Best time to reach you?
  Email address to send information:


We offer the following types of financial services products for your family's financial needs:

Annuities
  • Fixed Annuities
  • Indexed Annuities
Retirement Plans
  • For the small business and self employed:
    SIMPLE IRA, SEP, Keogh Plans.
  • For individuals:
    IRA, Roth IRA, 401(k) Rollovers
  • For businesses with more than 100 employees:
    Profit Sharing Plans, Age Weighted
    Plans, Stock Option Plans
Business Planning
  • Key Man Insurance
  • Buy-Sell agreements
  • Business Overhead Expense
  • Cafeteria Plans: Disability, Accident,
    Life, Dental
Family Protection Plans
  • Educational Funding
  • Mortgage Protection Plans
  • Income Replacement Plans
  • Asset Protection Plans

Annuities


Tax Sheltered Annuities, immediate, deferred or indexed annuity.

Long Term Care


Disability and Income Buyout Plans



© 2001 Aldriedge Insurance and Financial Services. All Rights Reserved.