PERSONAL SOLUTIONS
Comprehensive Analysis System
Of all the work we do with our clients, we believe the most appreciated services are the sessions pertaining to financial strategies, in which we analyze the following three key components of a client’s personal financial model:
- Protection component
- Savings component
- Investment component
We use a comprehensive analysis system that focuses on the three phases of money (accumulation, distribution and transfer) to help provide the maximum efficiencies of money, cost recapture, increased spendable retirement income, lower risk, and increased accessibility to assets.
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Together we can create the perfect plan for your needs.
Financial Products
We recognize that every client might not elect to go through the above process. Therefore, we also work with clients to help them meet specific needs and objectives involving a variety of financial products and services. Those products and services are as follows:
INSURANCE PRODUCTS
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Health Insurance
INVESTMENT PLANNING
- Mutual Funds
- Securities Brokerage Services
- Annuities
- Managed Money Accounts
WEALTH MANAGEMENT
- Securities Brokerage Services
- Access to Manager Referral Services
- Access to Trust Services
- Asset Allocation Programs
RETIREMENT FUNDING
- Non Qualified
- Traditional IRA
- Roth IRA
COLLEGE FUNDING
- 529 Plans
- Coverdell IRA
- Custodial Accounts
RETIREMENT STRATEGIES
ESTATE PLANNING
