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.
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:
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: