Network of Estate Attorneys & Insurance Specialists

After completion of a financial plan* our clients often see areas of weakness in their personal information.   Those areas may include estate planning, retirement planning, the need for Long Term Care insurance, and a myriad of other less complicated areas.  That could be raising your deductible on your auto insurance or buying an umbrella policy.

Financial One has developed a group of people who specialize in the areas you need.  Of course you may already work with someone you trust and we would gladly work with your personal CPA or lawyer, for example.  But, if not, we stand ready to offer names of specialists who may be able to help you.  You will make the final choice.

 

*Financial Planning and Asset Management offered through American Portfolios Advisors, Inc. (RIA)