SERVICES

You have taken your first step toward financial independence by visiting us today. We are here to help those who seek a greater understanding of their financial situations and wish to find better opportunities for themselves and their families. The tools on our website are a guide for you to find the essential resources you can use toward your path to financial security and wealth accumulation. Take advantage of this wonderful opportunity to get to know who we are as a company and how we can make your financial dreams come true!

  • Is Your Business Prepared & Protected?
    As shared by the non-profit organization, Life Happens, as a small-business owner, you’re responsible for two families: the one you have at home, and the one you have through our business. No matter what your business, a well-conceived insurance and benefits program is essential. One of the first …

    More about Key Person Insurance
  • Do you have a will?

    Most Americans are aware that they need some sort of Will, yet the majority of us  (about 60%) don’t have one. People procrastinate for many reasons, but it’s important to know that Estate Planning – no matter what the size of your estate – doesn’t have to be …

    More about Estate Planning
  • Life Insurance Quote Forms
    Looking for coverage? Click any of the following links to submit a quote for quick, accurate and affordable rates.

    Life Quote Form
    Term Life Quote Form

    Life Insurance Information
    There are many kinds of life insurance, but they generally fall into two categories: term insurance and permanent insurance.
    Term …

    More about Life Insurance
  • The average lifespan continues to increase. It is common for seniors to experience and enjoy the birth and development of their great grandchildren. But what happens if you or your parents need a little assistance in your later years? Are you prepared for covering the cost of in-home care or the cost of assisted living …

    More about Long Term Care
  • Mortgage or rent payment, food, electricity, clothing, automobile. . . these are just a few of the things we work for. If you or your spouse can’t work due to an accident, injury or illness, these bills do not go away. They may even seem to come quicker and quicker as medical bills begin to …

    More about Disability Income
  • If you are like many business owners, much of your success depends on your employees. Use our financial services to incorporate a dynamic employee benefits program for those that keep your business thriving. Protect your bottom line and retain your best people while helping protect their futures and families. Talk to an agent today to …

    More about Employee Benefits
  • It’s no secret that we can’t depend on Social Security or pensions alone to provide the income necessary to live out our golden years of retirement. Today’s retirees are more active and enjoying longer lives than ever before.
    Are you certain your current retirement plan will last as long as you need it and …

    More about Tax-Free Retirement
  • There’s no denying the benefit of higher education, but we realize it comes with a hefty price tag. You are ready to start saving for college, but where should you put your money? There are several factors to consider, including your children’s ages, state in which they will attend school, amount you are willing or …

    More about College Savings Plans
  • Your house may be the largest purchase you’ve ever made. You committed to repay the hundreds of thousands of dollars you borrowed to make it into your home. This is where you create memories and celebrate milestones.
    Income loss due to unexpected illness, injury or death can often send families into a tailspin toward financial …

    More about Mortgage Protection
  • At Largo Financial Services, we are committed to providing our clients with the knowledge and resources to establish and achieve their personal and professional financial goals. Whether it’s tax-free retirement, education funding, business succession planning, asset accumulation or more, we’re here to help. Upon review of your current financial position, future goals and lifestyle, your …

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FAMILIES

Achieve your immediate and future financial goals for you and your children.

BUSINESS OWNERS

Protect the most important assets in your organization.

BABY BOOMERS

Preserve your retirement assets and leave a legacy.