Financial Services Offerings

The Markham Group currently offers these services through an independent office. If you have any questions, please call us.

The Markham Group is now a member of the New York Life Professional Alliance Program.

As a member of New York Life Professional Alliance Program, the Markham Group works with other trusted financial professionals that gives our clients the best financial advice out there. The resources provided to us by the New York Life Professional Alliance Program allow us to have the most up to date knowledge and resources to work closely with our clients and their circle of trusted third-party advisors.

Our team of independent insurance brokers has the freedom to offer our clients life, disability income and long term care insurance from dozens of carriers. While any agent can get insurance quotes, at Markham Group we work with clients to develop financial goals and design a strategy to help our clients toward those goals.

Financial Services for Individuals


  • Life Insurance
  • Disability Insurance
  • Fee-based Financial Planning
  • Investment Strategies
  • Insurance Needs Analysis
  • Retirement Planning
  • Retirement Plan Rollovers
  • Estate Planning
  • Retirement Income needs Analysis

Financial Services for Businesses


  • Retirement Plan Administration
  • Pension and Profit Sharing Plans
  • Business Succession Planning
  • Executive Benefit Planning
  • Employee Education
  • Key Person Coverage
  • Executive Benefits
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