Our Services
Financial Advisory Network maintains strategic alliances with members of the areas “Big 4” Accounting Firms, Individual CPAs, Attorneys and the Asset Management community.
We provide a full array of comprehensive personal and business financial services. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.
Investment Services
- Individual Stocks and Bonds*
- Managed Accounts
- Mutual Funds and ETFs
- Fee Based Financial Planning Services
- IRAs, Roth IRAs
- 529 Plans
- Fixed and Variable Annuities
- Alternative Investmenst: various REIT & Energy offerings
Insurance Services
We discuss with you your general attitudes toward risk, underline various risks and review the numerous options to manage and / or mitigate these forms of risk. We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies. We can offer access to the following solutions:
- Life Insurance
- Disability Income Protection
- Long-Term Care Insurance
- Business Income Continuation, Succession and Estate Planning strategies
Employee Benefits
We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available. We can propose solutions in the following areas:
Qualified Retirement Plans, Pension and Profit Sharing Plans:
- 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
- 403(b) Plans
- Profit Sharing Plans
- SEP IRAs
- SIMPLE Plans
- Executive Deferred Compensation Plans
- Cash Balance Plans: integrated design with Defined Contribution Plans
- Group Insurance
- Health and Dental Care
- Life Insurance
- Short Term and Long Term Disability Income coverage
- Long Term Care insurance
College Savings Plans
- 529 Savings Plan
- Coverdell Education Savings Account
- Tax-Deferred Plans