The members of The Advisory Co have many years of experience and expertise in the areas outlined below.
- ESTATE PLANNING
- PRIVATE BANKING
- INSURANCE PRODUCTS
- CORPORATE & BUSINESS
- TAXATION & BUDGETING
- DIAGNOSTIC & LAB SERVICES
- LEGAL LIAISON & CONTRACTS
- PENSION & RETIREMENT
- REAL ESTATE & MORTGAGES
- INVESTMENTS & ANNUITIES
- LOANS & FUNDING SERVICES
PROTECT AND PRESERVE YOUR ESTATE
The Advisory Co advisors are skilled at utilizing these products to create funding solutions to meet the needs of Individuals, Corporations and Estates outlined below. The Advisory Co takes pride in being responsive and delivering on the promises that are made. The Advisory Co promises to provide services in a timely, effective, and accurate manner.
PERSONAL & ESTATE NEEDS
- Income Replacement
- Education Funding
- Estate Planning
- Retirement Planning
- Disability Protection
- Long Term Care
- Charitable Giving Plans
- Annuities
CORPORATE & BUSINESS NEEDS
- Medical Practice Management
- Business Succession Planning
- Retirement Plans
- Income Replacement Plans
- Disability Buy-out Plans
- Key Person Coverage
- Employee Benefits
- Business Overhead Coverage
- Stock Redemption & Buy-out Plans