Our Services
A Smart Way to Address Your Financial Issues
At Inverness Financial Group, we understand that most wealthy individuals benefit from the ongoing advice and discipline of a professional investment manager. We also recognize there are certain instances where individuals need assistance with only a single financial issue. Our Focused Plans are a way to tap our financial planning expertise to address those one or two specific, complex issues.
A Focused Plan is right for you if:
- You want a plan for funding a particular goal, such as paying for your child’s college education or caring for a family member after you’re gone
- You are selling a business and need an estate planning strategy to transfer assets tax-efficiently
- You enjoy managing your own investment portfolio but would like a detailed retirement plan projection to assess the risk of running out of money in your 70s, 80s, and beyond
Our Focused Plan program will provide you with in-depth analysis and prudent solutions to resolve your concerns about a specific area, giving you greater confidence about the future.
For Your Comprehensive Financial Well-being
Inverness Financial Group serves as a one-stop resource for many of our clients. We are well-versed in a broad range of financial disciplines, and we maintain alliances with other experts to fully support our clients. A few of our most popular services are listed below:
- Financial Planning
- Wealth Management
- Retirement Planning
- Business Succession Planning
- Insurance Products
- Benefit Planning
- Estate Planning