Products & Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Personal
Personal Finances
Wealth Accumulation
Wealth Distribution
Automation of Savings
Wealth Protection
Debt Repayment Plan
Personal Cash Flow Analysis
Investments*
Retirement Planning
Back-door Roth's
IRA's
Brokerage Accounts
Individual Stocks & Bonds*
Mutual Funds & ETF's*
College Planning
Insurance
Life
Disability Income
Long Term Care
Group Benefits
Business
Business Planning
Business Continuation
Buy / Sell Agreements
Business Valuations
Cash Flow Analysis
Group Benefits
Business Overhead Ins.
Executive Benefits
Non-Qualified Plans
Split Dollar
Executive Bonus
Deferred Compensation
Key Man Life Insurance
Qualified Retirement Plans
Pension Plans
Profit Sharing Plans
401(k) Plans
SEP
SIMPLE IRA's
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.
mpalios@westshorefinancial.com | (813) 523-0346