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