Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

- Fee-based Asset Management Services
- Mutual Funds
- ETF's
- Interval Funds
- Bonds
- Stocks
- Unit Investment Trusts (UIT's)

Financial Planning

- IRAs
- 401(k) plans
- SEPs
- Simple Plans
- Pension/Profit sharing plans

Insurance

- Business succession planning
- Charitable remainder trusts
- Insurance needs analysis

Education Planning

- 529 plans
- Coverdell education IRAs

Insurance

- Insurance audits
- Fixed and variable life insurance
- Long term care insurance
- Fixed and variable annuities

Tax & Accounting

- Tax return preparation for Individuals and Trusts
- Estate planning and returns preparation
- Tax Planning and research

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@CWAdvisers.com | 866-546-7277