Services

 

You can hire a financial planner at any stage of life, whether you're starting a new job, getting married, having children, moving, taking care of elderly parents, going through a divorce, grieving a family death or entering retirement. The earlier you can proactively plan, the better prepared you will be when life happens. At Financial Investment Network, we offer comprehensive savings and investment products and services that may apply at any age.

Tax Planning

We consider the tax implications with the goal of minimizing tax liability.

Investment Planning

We address an individual's investment needs, asset allocation and the suitability of different types of securities in light of your goals and risk tolerance.

Insurance Planning

We evaluate your insurance to determine whether you have proper coverage with both life and long term care.

Retirement Planning

We evaluate your current financial standing and create an accumulations strategy that will help ensure a desired retirement lifestyle. Then, we implement the proper investment tools to reach your goals.

Strategic Partners

We team up with attorneys, accountants and other professionals to address your financial and estate planning concerns and provide solutions.