Our Services


We offer customized advice for financial issues you face with the extraordinary service you deserve.


Are you looking for ways to retain employees with a better employee benefits program? Starting a college savings plan for your kids? Want straightforward advice about how—and how much—to invest for your ideal future? We can help.

Whatever your goals, we can help you organize, simplify, and clarify your goals. We help you remove obstacles and take care of the detail work so that you can get back to work, life, and the things that matter most to you.

We believe that what sets FERGUSON Financial apart is our unparalleled dedication to building warm relationships and giving you exceptional service. We understand that your needs are our highest priority, and we work to honor the confidence you place in us by being responsive, honest, and focused on details.

Our professionals have invested in themselves through advanced training, ongoing professional development, and participation in national organizations. This commitment to excellence helps ensure that you get professional advice every time.

We offer personalized financial planning, employee benefits recommendations, and project management in the following areas:

  • Investment strategies
  • Long term care insurance
  • Retirement planning
  • Estate planning strategies
  • Educational planning
  • Disability and life insurance