Our Services

We provide service in the following areas:

  • Tax Management
  • Investment Management       
  • Retirement Strategies 
  • Estate Conservation      
  • Insurance and Annuity Products
  • Disability Income Protection   
  • Business Insurance      
  • Health and Dental Insurance  
  • Employer Benefits    


Life Insurance and Annuities

Life insurance not only protects your loved ones against the uncertainties of life, as an investment, it's the foundation of a sound financial plan.  Combined with annuities, investments, retirement and estate planning, life insurance helps provide you with a well rounded financial strategy for your family or business. 

Retirement Plans

Whether it is a product to fund a retirement plan for individuals, a business, government entity, schools, universities or a not-for-profit organization, Acacia Financial Group, LLC  offers products to fit a wide range of plans:  IRAs, 401(k), 401(a), 403(b), 457(f), and 412(i).  

Disability Income

Acacia Financial Group, LLC is able to provide our clients with excellent Disability Income products that serve to protect our clients' most valuable asset - their ability to earn a living.  

Health Insurance

Many Individuals and Businesses have questions and concerns about Health Care Reform laws.  At Acacia Financial Group, we work with our clients to help them understand how the laws affect them and help them determine the best course of action.

Our portfolio of health insurance plans allows us to find the best "fit" for your individual or group health insurance needs.  We will do the shopping for you and will provide you with plan information for you to make an informed decision.

Group Dental and Eye Care

If your company has been searching for affordable dental and eye care insurance products and services, look no further.  We're an industry leader, helping groups and individuals achieve and maintain good dental and vision health. 

Worksite Benefits

Worksite benefits was created for those employers and human resources professionals who want to attract and retain the most qualified employees.  Put to work a comprehensive benefits program that provides the benefits you need to compete, and employees the freedom to choose the benefits they need to thrive.  


We offer a wide range of products and services geared to help you reach your unique financial goals.  Add stocks, bonds, mutual funds and managed accounts to your portfolio through our nationwide network of registered representatives and financial advisors.