GENESEE PLANNING
ONE CONVENIENT SOURCE FOR ALL YOUR FINANCIAL PROTECTION 
Helping you reach your goals...
With personalized caring service we offer a wide range of policies
from a number of the Nation's top rated companies, but
our committment is to you!
FINANCIAL PROTECTION Dan Hale Steve Maxwell, CPCU
For Individuals
- All forms of Life Insurance
- IRA's
- Long Term Care
- Annuities
- Disability Income
- Accident
For Business Owners
- All forms of Life Insurance
- Disability Income
- Disablity Buyout
- Pension Plan/Deferred Compensation
- Key Person Life Insurance
- Buy/Sell Protection
For Groups/Employee Benefits
- All forms of Life Insurance
- NYS Disability
- Disability Income - Long & Short Term
- Long Tern Care
- IRA's
- Accident Insurance
- Pension Plans
- Non-Profit TSA
- Vision Plans
- Dental Plans
- Health Insurance
Payroll Deduction Plans
- Life
- Auto
- Home
- Disability
- Long Term Care
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We invite your inquiries...
At no cost to you, we will review your needs ans survey available policies,
plans and programs. We're looking to give you "something extra" for your
premium dollar. We'll find a policy that meets your needs and fits your budget.
Call us or complete the on-line quote tab on the left side for a
no-obligation quote today!!
We represent a carefully selected group of financially sound, reputable
insurance companies. Therefore, we are able to offer you the best coverage
at the most competitive price.
Wholly owned company of Shepard, Maxwell & Hale Insurance.
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"Sharing your vision of a secure future"
New York State resident licensed.
Shepard, Maxwell & Hale 5176 Clinton St Rd Batavia New York 14020 Phone: (585) 343-5050 Fax: (585) 344-0639 E-Mail: info@smhins.com
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