Our Services
- Wealth plan creation (a prioritized action list to help you work toward your financial goals)
- Investment management: IRA’s, Rollovers, College Savings Plans, Annuities and many others
- Retirement “nest egg” wealth projections
- Review/second opinion of existing assets (IRA’s, pensions, social security, etc)
- Wealth/estate distribution strategies and tax implications
- Primary point of coordination between your other trusted professionals (tax preparer, attorney, etc)
- Help with budgeting and how to get out of debt
- Guidance on what steps to take to better your life financially
- Life & disability insurance
- Dental & vision insurance
- Health insurance for individuals, families and small businesses
- Senior/Medicare Supplement Insurance Products
- Ongoing account review support and consultation to best fit your needs and lifestyle
- Long-term care planning & protection
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
pbuchana@1stallied.com | 618-667-6920