Comprehensive Financial Review

Our financial division, Alpha/Omega Financial Services, offers a complimentary annual financial review to all new and existing clients.

Some topics included in the review are:

  • Life and Health Insurance cost vs benefit analysis (including income protection and long term care solutions).
  • Mortgage protection strategies.
  • Home, auto, and personal umbrella insurance.
  • Retirement planning and asset allocation reviews.
  • Pension rollovers.
  • Education funding (i.e. cash value life insurance and 529 plans)
  • Tax advantage savings strategies.
  • Any other personalized programs based on your specific needs

In addition, we work with the Financial Focus Group, or FFG, for those clients who need more in-depth financial planning. FFG is an organization of certified financial planners who are dedicated to helping individuals and businesses realize their financial objectives. Learn more about FFG here.