Products
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Invest
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and retirement plans can help achieve short- and long-term goals. For employers, I can offer advice on savings and retirement plans.
- Individual Retirement Accounts
- 529 qualified tuition plans
- Asset Allocation
- Wealth building strategies
- Retirement Distribution strategies
- Group retirement and savings plans
Insure
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any well designed financial plan.
Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.
- Life
- Long-term care, disability and critical illness
- Annuities
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
minterg@financialnetwork.com | (213) 385-6237