Financial Planning

You work hard for your money, so it should work hard for you. Financial planning is about ensuring that your arrangements are suited to your lifestyle, long-term plans and your attitude to risk. It is therefore important to take expert advice based on an in-depth understanding of your needs to gain the full benefit of your wealth.

Wealth Management

As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. By talking with you about your life and your goals, advisors at the Financial and commercial Consultants can help you navigate your financial journey.

Loans & Funding

Financial and commercial Consultants partners with lenders to provide access to capital and facilitate investment. Our strategy is not to duplicate existing lending programs, but rather bolster current efforts by other community lenders.

Investment Planning

The basics of investment planning are establishing goals, understanding risk tolerance and appropriately allocating assets. A successful plan encompasses all of these components and more. Your short and long-term goals and your overall estate are the driving forces behind an investment plan. Our work is not transactional. We work with you to determine investment strategies that fit with the other elements of a well-rounded, comprehensive plan.

Personal Insurance

Personal liability occurs in the event an accident, in or out of your home, that results in bodily injury or property damage that you are held legally responsible for. Personal liability claims could include medical bills, legal fees and more if a guest is injured on your property, as well as coverage for accidental damage you are legally responsible for on someone else’s property.

Mutual Funds

Mutual Fund Services (MF) delivers a broad range of innovative transactional and information services to automate, standardize and centralize processes to create efficiencies and reduce cost and risk for the mutual fund marketplace. Mutual Fund solutions drive business relationships between asset managers and their distributors, linking a vast network including fund companies, investment managers, broker/dealers, banks, trusts, and other financial services firms that offer fund investments to the market.

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