@financial is a full-service financial services firm specializing in comprehensive, holistic financial planning and offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate planning, business planning, life insurance, annuities, health insurance, property and casualty insurance, long-term care insurance, disability insurance, and investment advisory services.
In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of close to 100 ﬁnancial advisors throughout the country. @financial has been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.
@financial is a full-service financial services firm specializing in comprehensive, holistic financial planning and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security or any other investment or asset. This website does not intend to provide investment, tax, or legal advice. Investment Advisory Services offered through @financial, a registered Investment Advisory firm. @financial uses Sound Income Strategies LLC as a Sub-Advisor.