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)
|
