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Services

Highly customized, uniquely tailored solutions for your family and your business

At FamilyWealth Management Group, customization is at the heart of every relationship. For that reason, we offer the following levels of service: 

Invest

FamilyWealth Invest is available for those clients who wish to focus solely on an investment relationship. This service aligns you or your business team with a Certified Financial Planner that will assist in analyzing your options, discussing alternatives and implementing the best strategy for you or your business. Solutions include but are not limited to:

  • 401(k), SEP IRA, SIMPLE IRA
  • Deferred Compensation
  • IRA and Roth IRA
  • Individual, Joint and 529 College Investments
  • Corporate Assets
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Insure

Whether you are just starting to explore insurance options for your family/business or you already have coverage in force, our FamilyWealth Insure service provides a consultative approach to aligning the best insurance solutions with your goals and objectives. Insurance solutions include but are not limited to:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Business Insurance
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Consult

A FamilyWealth Consult is for addressing a specific area of focus on a one time basis. A Certified Financial Planner is available today for consultations on such topics as:

  • College planning
  • Retirement planning
  • Business succession/ transition planning
  • Estate planning
  • Budgeting/saving
  • Investment planning
  • Tax planning
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Plan

When was the last time you had your estate plan, tax plan, risk management, business and investment strategies reviewed through the single lens of wholistic financial planning? Working with a Certified Financial Planner, a FamilyWealth Plan will review your entire financial picture on a cross-disciplinary basis. While you are enjoying your family or hobbies, let us identify the coordination gaps in your existing arrangements then come back to you with strategies to improve upon the work you've already done.

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