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At Signature Financial Partners, we focus on the four key areas of financial planning:

Wealth Accumulation

Wealth Accumulation

Strategies to help you invest with confidence so you can pursue 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*
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Wealth Preservation

Wealth Preservation

Strategies to help preserve what you value most–your family, your hard earned assets, current income stream, future earnings, retirement savings, and your lifestyle.

  • Asset Preservation Strategies
  • Survivor Needs Planning*
  • Pension Income Alternatives
  • Life Insurance
  • Disability Income Insurance**
  • Long Term Care Insurance
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Wealth Distribution

Wealth Distribution

Methods to help you manage your assets to your wishes, as well as help reduce taxes†, reduce administrative costs, and help ensure effective management of your affairs when you are no longer able.

  • Retirement Cash Flow*
  • Fee-Based Financial Advisory*
  • Estate and Trust Planning*
  • Charitable Gifting Strategies
  • Family Gifting Strategies

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Business Planning Strategies

Business Planning Strategies

Plans that will help maximize your personal benefits, provide the tools to recruit and retain key employers, protect against the loss of key employers, and create ownership succession strategies.

  • 401(k) & Retirement Plans
  • Key Person Insurance
  • Executive Compensation
  • Business Succession Plans
  • Employee Benefits**
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Signature Financial Partners, LLC is an independent firm affiliated with Royal Alliance Associates, Inc.*Royal Alliance Associates, Inc. provides feed based advisory accounts and fee based financial planning and only qualified representatives enrolled in the Royal Alliance Associates, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.**Selected Insurance products are offered through other companies independent of Royal Alliance Associates, Inc.† The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Neither Royal Alliance Associates, Inc. nor any of the agents, employers or registered representatives are in the business of offering such advice. Individuals are advised to seek the counsel of such licensed professionals.