Services Offered

The financial management process at AdvisorSquare Financial begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and having an adequate level of insurance coverage. We work with you side by side so you're confident in and comfortable with the financial suggestions we make.

We have the resources and an experienced team to provide personalized assistance with:

  • 401k retirement rollover consulting
  • Pension, profit sharing, 401k, SIMPLE IRAs*
  • Supplemental executive retirement plans
  • Business succession planning
  • Business seminars: provide employee education on investing,
  • Roth IRAs, rollover options
  • Estate planning: estate conservation, trusts
  • Tax consulting: review for possible tax reduction strategies
  • Charitable giving
  • Financial planning strategies
  • College funding plans: education IRAs / 529 savings plan*
  • Roth and Traditional IRAs
  • Risk management
  • Insurance planning: review and recommendations
  • Cash management
     

Investments:

  • CDs
  • Money Market
  • Bonds
  • Government Securities
  • Municipal Bonds: tax-exempt / taxable
  • Mutual Funds: large selection of fund families
  • Individual Stocks
  • REITs: Real Estate Investment Trusts
  • UITs: Unit Investment Trusts
  • Annuities: fixed / variable


Insurance:

  • Life Insurance: fixed / variable
  • Disability Income Insurance
  • Long Term Care Insurance
  • Dental Insurance
  • Health Insurance: short / long term
  • Vision Benefit Plan
  • Travel Insurance
  • Final Expense Trusts