Services

A SUCCESSFUL FINANCIAL STRATEGY is one that provides for today and preserves enough for the future. At Signature Financial Partners, our advisors focus on the four key areas of financial planning:

Wealth Accumulation
Solutions to help you invest with confidence so you can achieve your short and long-term goals by taking into consideration your time horizon and risk tolerance.

Portfolio Building*   Investment Advisory Programs*   College Funding	Retirement Planning*       Fee-Based Financial Planning*
Wealth Protection Strategies to help protect what you value most - your family, your hard earned assets, current income stream, future earnings, retirement savings and your lifestyle.
Asset Protection   Survivor Needs Planning*   Legacy Protection/Enhancement   Pension Income Alternatives	Life Insurance   Disability Income Insurance**   Long Term Care Insurance
Wealth Distribution Methods to help you manage your assets to your wishes, as well as minimize taxes, reduce administrative costs, and ensure management of your affairs when you are no longer able.
Retirement Cash Flow Planning*   Estate and Trust Planning*   Family Gifting Strategies	Charitable Gifting Strategies   Fee-Based Financial Advisory     Services*
Business Planning Strategies Solutions that will help maximize your personal benefits, provide the tools to recruit and retain key employees, protect against the loss of key employees, and create ownership succession strategies.
401(k) and other Retirement Plans   Executive Compensation Strategies   Employee Benefits**	Key Person Insurance   Business Succession Plans

*Signature Estate & Investment Advisors, LLC and its investment advisory services are offered independent of Signator Investors, Inc., John Hancock, and any subsidiaries or affiliates.

**Selected insurance products are offered through other companies independent of John Hancock and Signator Investors, Inc.