In addition to offering fee-based comprehensive financial planning and fee-based asset management, Reliance Financial Advisors provides access to:
- Investments in mutual funds, stocks, and bonds
- Insurance needs for life, health, disability, and long-term care (all nonproprietary products)
- Individual Planning for retirement, taxes, college, estate, and long-term care
- Business Planning for owners, entrepreneurs, and corporations, including succession planning, key-employee benefits planning, group benefits (including but not limited to qualified retirement plans and group life, health, and disability)
- Income Tax Preparation Services
Financial Planning for Individuals and Families: If you contract with us, we begin by analyzing your current savings and investment strategies with an eye toward establishing your specific financial goals. Once we've gathered the necessary information, we create, present, and implement your personal financial plan upon your approval. Regular reviews ensure that your needs are met in a timely, effective manner.
Business Planning for Owners, Entrepreneurs, and Corporations: At Reliance Financial Advisors, we work closely with you to address a variety of vital business concerns, ranging from comprehensive employee benefit programs to executive bonus plans and compensation packages. We also advise you on such complex issues as pension and profit-sharing plans, buy-sell agreements, and key-person insurance. Additionally, we provide seminars and workshops to your employees on many topics, including but not limited to comprehensive financial planning and employee benefits.
Estate Analysis: After conducting a thorough inventory of your assets, we discuss alternative ways for you to pursue, preserve, and protect your wealth. Working with your attorney, accountant, trust officer, or other financial advisor, we help you conserve assets that might otherwise be lost to estate taxes upon distribution. We also help clients establish Charitable Remainder Trusts.
Investment Products: We are registered representatives of Commonwealth Financial Network®, the nation's second-largest broker/dealer. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. Accounts are carried by National Financial Services LLC (NFS) up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of securities. For more information, go to www.sipc.org