Our Products and Services

INVESTMENTS

Annuities / Fixed-Variable and Index

Stocks

Bonds

Mutual Funds

Real Estate Investment Trusts (REITS)

LIFE INSURANCE

Variable Universal Life

Index Universal Life

Universal Life

Whole Life

 Term Insurance

SMALL BUSINESS SERVICES

Company Retirement Plans

401 (k) Plans

Simple IRA Plans

Profit Sharing Plans

Keoghs

403 (b) Plans

SEP Plans

Deferred Compensation Plans

INDIVIDUAL RETIREMENT PLANS

Traditional or Roth IRAs

Retirement Plan Rollovers

HEALTH INSURANCE & MEDICARE SUPPLEMENTS 

Individual Health Care Plans

Long Term Care Insurance

Medicare Supplements Through Various Carriers

The financial management process at Gilliland Lee Financial Group, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.