Personal Financial Planning
A client-focused process tailored to help individuals develop financial goals,
develop a financial road map, and implement the necessary financial tools and strategies to manage the basic stages of wealth management
• Personal financial planning
• Investment management products (e.g., stocks,bonds, mutual funds)
• Insurance planning and products (e.g., term,universal, and variable life; health; long-term care;and disability insurance)
• Asset allocation services
• Educational program
• Tax-sensitive planning
• Estate planning coordination services
Multi-generational Financial Planning
A visionary approach designed to support the accumulation, conservation, utilization, and transfer of family wealth. These services are geared toward higher-net-worth clients—executives, professionals,or business owners.
• Estate Planning coordination services
• Business succession consulting and planning
• Advanced income and estate tax advising
• Charitable giving tools and techniques
• Wealth Transfer techniques
Business Financial Planning
A personalized approach to business owners focused on developing objectives, strategies, and tactics to pursue long-term financial results.
• Employee group benefits
• Executive compensation planning
• Retirement plan services
• Buy-sell agreement analysis and funding
• Business succession planning
• Estate planning for the closely held business
PLEASE NOTE: Any hyperlinks are provided as a convenience and for informational purposes only. The links are not part of the Royal Alliance Associates, Inc. website, and the links to outside websites does not mean that Royal Alliance endorses or accepts any responsibility for the content, or the use, of the website. Royal Alliance does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.
(606) 433 -1262
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Securities, insurance and investment advisory services offered through Royal Alliance Associates Inc, member FINRA/SIPC and a registered investment advisor. Cornerstone Investment Group is not affiliated with Royal Alliance Associates Inc. or registered as a broker dealer or investment advisor. Royal Alliance does not offer tax or legal services. This communication is intended for individuals residing in the states of KY, OH, WV, FL, MD, PA, LA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.