THE WEALTHFACTOR ADVANTAGE

business succession planning

Investment advisory services; financial services, namely, wealth management services; financial planning; financial planning for retirement; life insurance counseling; executive benefits consulting services in the field of insurance and financial benefits; financial trust and estate planning and advisory services; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, and charitable giving strategies through financial and estate planning