Our Firm


We believe in having the best of both worlds. For you, that means enjoying a lifestyle you love while preparing for your future. For us at Salem Financial, it means leveraging the latest technology while delivering a genuine human experience to our clients. We advise our clients specifically on the tools they need to optimize their assets and protect their future, and we educate you about the best path for your specific goals.

Whether you’re expanding your business or starting to think about retirement, we can help you determine which steps will help you get there successfully. You’ll also have access to the details of your plan on your Personal Financial Site, so you’re always in control of your financial world. Our friendly team is here to walk you through the plan you need so you can live the life you want.

Common Services

Salem Financial Group provides individuals and businesses with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

  • Executive Benefits
  • Succession Planning
  • Key Person Insurance
  • Funding Buy-Sell Agreements
  • Funding Deferred Compensation
  • Estate Planning
  • Asset Protection
  • Charitable Planning
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers*
  • Wealth Management
  • Financial Planning

We do not provide tax or legal advice. Please consult your own advisors for tax and legal advice.

*When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer’s plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.