Services
How I Work
My firm specializes in making our clients comfortable with the often complex and confusing concepts of investing, managing risk, preparing for retirement and preserving wealth. By offering a full range of products and services, I strive to meet the financial needs and objectives of our clients both now and for the future.
Please take the time to explore our website and the wealth of information offered. I offer
personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and preserving wealth.
Preserving Wealth
The common questions clients need help answering are “How much insurance do I need?”
and “How long do I need it? My firm can help you answer these questions while providing for
your family and business associates should you die prematurely, become disabled or need
extended medical assistance. ”.
Investing & Retirement Planning
I understand the many challenges of retirement today and know the biggest concern for many
is outliving their money. I focus on money management, that will help you meet your short and
long term financial goals.
Estate Planning
I can show you how to preserve what you have worked so hard to build over the years and plan for the eventual distribution of your assets.
Business Planning & Selective Benefits
Businesses have unique issues including providing traditional employee benefits, retaining key employees, and continuation of the business. I can help you address these needs.
For more information about my firm and the services I offer, send us a quick email or call the office. I would welcome the opportunity to speak with you.
richard.pinola@lfg.com | (610) 647-3866