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Retirement Planning, Investment Strategies, Insurance, Benefits, and more... |
Retirement Planning & Administration
Insured & Self-Funded Health Plans
Physician Wealth Advisory Group

Willow Financial Services, LLC
Partners
Acucare Health Strategies is a leading national healthcare business strategy firm and a Center of Excellence for Home Health and Hospice that provides clients with solutions and strategies that ensure superb patient care, regulatory and clinical compliance, and profitability, giving clients a distinct competitive advantage.
AHHIF is the premier home care association in Florida representing the interests of home care providers and their vendors. Willow Financial Services is an endorsed strategic partner of AHHIF.
InforMed is healthcare management company that has developed advanced web based technology to help manage the healthcare costs for self-insured employers. Their product lines include a suite of monthly claims reports, a full-case and disease management program, predictive modeling, third party administration, and web enrollment/billing.
Lafayette Insurance Company, founded in 1905, ranks among the top 200 life insurance companies in the United States. Based in Lafayette, Indiana, the company has nearly $20 billion of insurance in force. Willow Financial Services, LLC works closely with their Qualified Markets Division. Lafayette currently provides pension administration services to more than 1,000 clients. The service encompasses the plan design process, installation and annual administration. Their professional staff maintains membership in the American Society of Pension Actuaries, ASPA, and the National Institute of Pension Administrators, NIPA. Their technical expertise is recognized with the attainment of the professional designations of Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), and Accredited Pension Administrator (APA). Lafayette Life markets a portfolio of traditional and group life insurance and pension products in 48 states and the District of Columbia.
NAHC is the largest trade association in the country advocating the interests of the home care and hospice industry. Willow Financial Services is an endorsed strategic partner of NAHC.
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Willow Financial Services, LLC
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Willow Financial Services, LLC 810 Gleneagles Court Suite 205 Towson, MD 21286
(T) 800-662-9847 or 410-321-9608 (F) 410-321-0118