Our Services

SERVICES

We provide an array of services for our clients depending on their needs and goals, including wealth and financial planning, investment and business services, and risk management.  Our advisory services include:

WP

 

Wealth Planning

  • Estate Planning and Liquidity Management
  • Wealth Transfer and Preservation Strategies
  • Business Succession Strategies

 

FP

 

Financial Planning

  • Retirement Income Planning
  • College Planning & Funding Strategies
  • Liquidity & Cash Flow Strategies

 

IS

 

Investment Services

  • Asset Allocation
  • Portfolio Analysis
  • Investment Selection & Management
    (Stocks, Bonds, Mutual Funds, ETFs)

 

BS

 

Business Services

  • Qualified Retirement Plans
  • Deferred Compensation Plans

 

 

RM

 

Risk Management

  • Insurance Needs Analysis
  • Insurance Policy Review
  • Insurance Products Selection Guidance

 

 

***Investment Advisory Services provided through Partnervest Advisory Services, LLC***