Individuals and Families
It's about you
It's about your hopes, dreams and plans -- your own personal "design for living" -- that holistic sense that all of the financial elements in your life are moving in the same direction: Investment Planning.
- Insurance Planning
- Personal Finance Management
- Legal Planning
- Tax and Accounting
- Retirement Planning
"Modest Wealth" spoken here, too
Our appeal is broad-based. From modest wealth to high net worth, our clients extend accross a wide spectrum of need and lifestyle. We can help a client put a major sum of money to work -- or open their first Individual Retirement Account.
Just a few ways we can help you toward your financial goals
Just a few ways we can help you toward your financial goals
Offering
Comprehensive financial planning College funding Investments Life and health insurance Long-term care insurance Fixed/variable annuities Retirement planning Tax preparation Tax planning Estate analysis and design planning |
Benefit
Provides a way to manage and measure financial progress Makes college tuition payments less stressful through a program of smaller, regular investments A wide variety of investment choices is the first step toward building a well-diversified portfolio Time-honored mainstays for protecting loved ones Planning for long-term health care now may provide relief to family members later Combining insurance guarantees with investment features provide attractive advantages in one vehicle Smaller, incremental investments toward retirement can relieve financial pressures of later years Professional, affordable tax help speeds the return filing process Proven tax expertise can uncover overlooked ways to retain assets Organizing an estate for disposition in advance provides financial and emotional relief to loved ones |
Investment Advisory services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor.