Our Services

Sample text #1:


We serve individuals and businesses in all areas of financial management, including:



  • Retirement planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     

  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     

  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     

  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     

  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     

  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.


Sample text #2:


[Company] offers independent financial management and advice in the following key areas:



  • Investment planning, risk management, college funding, retirement planning, and estate conservation.


Our services are designed to help you answer the following questions:



  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?


Sample text #3:


We provide a wide range of financial services to individual investors, including:



  • Asset Allocation Strategies

  • Tax Reduction Strategies

  • Insurance planning

  • Investment planning

  • Retirement planning

  • Estate conservation

  • College funding


We also provide business financial services, including employee and executive benefits.


Sample text #4:


We offer a full range of financial services, including



  • Asset Allocation Strategies

  • Tax Reduction Strategies

  • Investment planning

  • Tax planning

  • College funding

  • Insurance funding

  • Insurance planning

  • Retirement planning 


Sample text #5:


When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.


Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:



  • Tax-reduction strategies

  • Investment management, including stocks (Series 7 only) and mutual funds

  • Retirement planning

  • Estate planning and preservation

  • Asset protection through insurance and annuity products