Our Services

The Advisors Group lends a unique perspective to comprehensive financial plans that includes our clients’ financial, tax, philanthropic, and estate planning needs.

We hold ourselves to Fiduciary Standard of Practice by approaching Financial Planning with the promise of always
doing what is best for the client.

Some common planning areas are:

Financial Planning:

  • Retirement Planning
  • Strategic Tax Structuring
  • Elder Care
  • Estate Planning
  • Family Property Transfer Planning
  • Investment Asset Management
  • Pension Plan Review and Allocation
  • College Funding

Family Life Cycle:

  • Education Planning
  • Retirement
  • Elder Care Issues:
    • Long-term care
    • Home health
    • Property Discussions
    • Medicare/Medicaid Planning
    • Hospice
    • Pre-Mortem Planning
    • Post-Mortem Planning
  • Estate Planning

Charitable and Planned Giving:

  • Tax Efficient Gift Planning
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Estate Gift Planning

Tax Planning:

  • Strategic Tax Planning
  • Tax Return Preparation
  • Estate and Gift Tax Returns
  • Representation Before the IRS

Insurance:

  • Insurance Policy Analysis
  • Insurance Needs Determination

Assets Management

As Registered Investment Advisors, The Advisors Group offers a variety of options for managing your assets.  Some of the tools we use include, but are not limited to, Bonds, Stocks, ETF’s and Annuities. 

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. The Advisors Group can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.