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Financial Adviser: Life Insurance & Financial Planning

The focus for all consultants is to ensure that consumers make informed decisions. That means that from the moment that you initiate the first contact to the time that you sign your policy, we will ensure that you understand all of the details that are involved in the process.

As part of our commitment to helping our clients understand their insurance and all other financial needs, we offer a complimentary personalized financial plan to all clients. This plan will include an objective evaluation of your current financial situation as well as your goals for the future. We will help you review and consider important details and things that you will have to consider when applying for a life insurance policy.

For your free financial plan and consultation with a qualified financial adviser, contact us today online or by phone.

What other products and services are available?

As a full service financial planning firm, our sister company A.I.D Wealth Management provides an array of products and services to include: income, gift and estate tax planning, investment management, retirement plans, college savings plans, annuities, mutual funds, stocks, bonds, alternative investments, business buy/sell planning, key man, long term care and disability insurance.

How a Financial Adviser Can Help

When providing a financial review, your consultant will look at your current situation as well as future needs based on the projections from your profile. Your financial adviser will update you on the dynamics of the market and how they should be incorporated into your financial planning. We will consider the value of all of your assets and can determine what your net worth is after taking the deductions for tax and other liabilities. Other things that we will discuss may include:

  • Asset Allocation
  • Retirement Needs
  • Income, Gift and Estate Tax Planning
  • College Planning
  • Other Wealth Accumulation and Preservation Strategies

After your financial review is complete, we will then be ready to develop a plan that addresses all of your needs for the future. We can show you how life insurance can be used to secure your financial future and protect your future interests. Your financial adviser can offer key advice when you are trying to achieve your long-term life goals.

Financial Adviser: Request your Financial Plan

When You Should Consult a Financial Adviser

Another thing that you need to consider is the fact that your circumstances can change unexpectedly. In the event that your situation changes, it is important to consult a financial adviser to learn how these changes affect your long-term plan. As life changes occur, a financial adviser can evaluate and ensure that your current life insurance is right for your circumstances at any given moment in time.

Call for Your Free Financial Adviser Consultation

If you are ready to take control of your financial future, get in touch with a financial adviser today. Armed with our expert knowledge and up-to-date information, you will be able to confidently make financial decisions to help secure your financial future. All of our professional advisers possess advanced degrees and experience to ensure we deliver the highest quality service and help you make the best plans. Contact us today for a complimentary financial plan and to discuss your needs with a financial adviser.

For additional information, please visit FINRA BrokerCheck.

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Our Promise

As financial professionals, we will never pressure you to do anything or use silly sales tactics. We are simply here to answer your questions, provide professional advice and walk you through the process of buying life insurance should you decide to move forward.

*Registered Representatives of INVEST Financial Corporation, member FINRA /SIPC. INVEST and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named.

*This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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