Individuals

Individual and Family Holistic Financial Planning

Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Risk Management

Our professionals will help you choose the appropriate solutions for your family from our extensive suite of risk management products. We offer, but are not limited to, whole and term life, disability income, annuities and long term care insurance.
Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Education Funding

Saving for college is a top financial goal for millions of families. There are a number of ways to save, and 529 college savings plans are among the most popular. Our financial advisors take this and a variety of alternative financial solutions to help create a strategy to meet your education funding goals.
Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Investment Management

Our team of wealth management Advisors will recommend investments based on our client’s specific financial circumstances. We provide our clients with the opportunity to evaluate our recommendations, ask questions and make informed decisions, taking into account the advice given by your Investment Representative.
Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Retirement Planning

Your retirement representative will assist you in putting together a strategy with our platform of retirement products to fulfill your unique set of retirement needs and goals.
Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Estate, Trust and Gift Planning

We all have goals we want to meet during our lifetime. The education of our children, a comfortable and financially secure retirement and perhaps a new home or a second home. The first step of estate planning is to help you plan for – and realize – these lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to help save you on taxes and manage your property in an efficient and profitable way during your lifetime. PleaEstate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Individual and Family Holistic Financial Planning Individual and Family Holistic Financial Planning

Special Care Planning

The special care market is growing at a phenomenal rate. With higher survival rates, greater life expectancies, and more extensive therapies – the likelihood that many of us will have to provide for others and the costs associated with that responsibility have increased considerably. Hence the need for a program that provides access to information and specialists that will help caregivers make those all-important life care planning decisions.

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