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Wealth Management


 
 
Wealth Management
 
 
Retirement Planning: Accumulation & Distribution
 
 
Life & Long Term Care Insurance
 
 
Medicare & Health Insurance
 
 
Education Planning
 
 
Estate Planning
 
 
Tax Planning & Preparation


Financial Investment Team (FIT) provides comprehensive wealth management services. Whether your goal is to build your wealth or to preserve what you've already obtained, we focus on helping you manage your money now and in the future. Our dedicated professionals will work with you one on one to compose a wealth management plan that will help you meet your current and future financial goals.


Wealth Management Services
Provided by FIT

Tax Planning Tax Preparation Tax Savings Strategies Estate Planning Comprehensive Financial Planning Annuities Life Insurance Retirement Income Planning Retirement Savings Planning Health Insurance Medicare Long Term Care Insurance Investment Portfolio Management Education Planning Budgeting

Boutique Investing


There are many factors that need to be considered when managing an investment portfolio for a client such as time horizon, risk tolerance, and financial goals. At Financial Investment Team (FIT), we design fully customized portfolios based on these and other factors to build a portfolio that is suitable for your needs.




For more information on wealth management services,
contact FIT today.


Contact Us


 
 
Wealth Management
 
 
Retirement  Planning: Accumulation & Distribution
 
 
 Life & Long Term Care Insurance
 
 
Medicare & Health Insurance
 
 
Education Planning
 
 
Estate Planning
 
 
Tax Planning & Preparation