Individuals and Families
Serving individuals and their families is our key focus. Our experienced advisors understand all the major issues that individuals and families can face as they trod the path to wealth, as they work to preserve their assets, and as they consider whether and how to transfer wealth to loved ones and cherished institutions.
Our approach involves getting to know you deeply and crafting a detailed and realistic financial plan to help you meet your goals. We work to manage your assets carefully in a manner consistent with your goals and risk tolerance. Because we believe in the family, we look forward to the opportunity to serve not only you but also your close loved ones.
We accomplish this by offering the following...
Financial Planning
Estate Planning
Retirement Distribution
Retirement Accumulation
Business Services
Tax Planning
College Planning
Short Term Goals
Social Gifting
Investment Management
Mutual Funds
Annuities
Stocks
Bonds
Exchange Traded Funds (ETFs)
Certificates of Deposit (CDs)
Separately Managed Accounts
REITs
Risk Management
Property & Casualty Policies
Life Insurance
Long Term Care Insurance
Disability Coverage
Medicare Supplements
Medicare Advantage Plans
Health Insurance
Short Term Medical Coverage
Tax & Trust
Personal Tax Prep
Business & Foundation Tax Prep
Wills & Trusts
Bookkeeping
CFO Services
Financial Consulting
Business Formation/Consulting
Audit Services
*Some of the services mentioned are offered by our alliance partners, Family Legacy Planning LLC (FLP). Advisory services offered through AdvisorNet Financial Partners(AFP), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through AdvisorNet Financial Partners. Insurance and risk management services offered through Family Legacy Planning LLC (FLP). AFP, AWM and FLP are separate companies and not affiliated with any other entity.
