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