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

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  any subsidiaries or affiliates.

**Selected insurance products are offered through other independent companies.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck