WHAT WE OFFER
BUSINESS PLANNING
Manage business affairs so that you can have peace of mind while you pursue your passions. We offer assistance with:
Exit Planning, Succession Planning, and Executive Compensation Planning.
FINANCIAL STRATEGIES
Comprehensive planning that challenges you to consider all possible steps to accumulate the money you'll need to pursue the activities you want.
College planning, Money purchasing plans, Profit Sharing plans.
INVESTMENTS*
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. We offer assistance with:
Bonds, Stocks, Mutual Funds, Exchange Traded Funds, Coverdell ESA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, and Variable Annuities.
*Investments offered through Park Avenue Securities
INSURANCE
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. We offer assistance with:
Disability Income Insurance, Life Insurance, and Long-Term-Care Insurance*
*Guardian nor any of its subsidiaries offer Long Term Care Insurance
CASH FLOW MANAGEMENT
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going.
Cash Flow Analysis, Budgeting, Major Expense review.
RETIREMENT
The best time to start saving for retirement is today. If you're within 10 or 15 years of retirement, the decisions you make now can have a profound impact on the retirement you'll enjoy later
Retirement Plan Analysis, 401(k) & 403(b) planning
ESTATE PLANNING*
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.
Wealth Preservation, Legacy Creation, Charitable Giving, Minimize Impact of Inheritance Taxes, Wills & Trusts*.
TAX SERVICES*
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
*Services Provided by strategic affiliations with quality providers. Corio & Associates does not offer these prodcuts or provide services for them