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Menu of Services Provided by Emerald Financial Group

Financial Planning

Our comprehensive fee-based financial planning services cover the following areas**:

  • Cash Flow & Debt Management
  • Retirement
  • Tax Planning Strategies
  • Investment
  • College
  • Insurance
  • Estate Planning Strategies
  • Business Planning Strategies
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Wealth Management

Enjoy a range of investment options tailored to your specific needs

  • Managed Money Accounts**
  • Mutual Funds
  • CDs and Money Market Accounts
  • Separately Managed Accounts**
  • 529s/Coverdell IRAs
  • Variable Annuities
  • Fixed Annuities
  • Index Annuities
  • Immediate Annuities
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Business Planning

Let us partner with you to make sure your business is prepared for growth and transfer

  • Buy Sell planning
  • Exit Strategies for current or future sale of the business
  • Key person retention
  • Executive compensation & Deferred compensation arrangements
  • Group retirement plans
  • Business debt protection in the event of disability or death
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Let us help you protect the people you care for most


  • Term Life Insurance
  • Permanent Life Insurance
  • Whole Life Insurance
  • Survivorship Life Insurance
  • Disability Income Insurance*
  • Long-Term Care insurance*
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Let us help you build a retirement strategy that is sure to keep you excited for what’s to come


  • Traditional IRA (including IRA rollovers)
  • Roth IRA, Roth 401(k) and Roth 403(b)
  • 401k/Profit Sharing Plan
  • SEP
  • Defined Contribution Plan
  • Defined Benefit Plan
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Estate & Tax Strategy

Let us help you consider tax strategies that will benefit you and your heirs

  • Legacy planning for individuals and family businesses
  • Create ease of transfer of family owned businesses to the next generation 
  • Managing cash and liquidity needs in your estate
  • Analyzing assets for transfer
  • Reducing tax for those with expected estate tax liability 
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*Availability varies by carrier and state.

**Investment Advisory Services offered exclusively by Investment Advisory Representatives of HTK, LLC.

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