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Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Estate Planning

Helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.

Insurance Planning

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.

curtis@wrightfg.com   |  770-319-8101