Our Services

The wealth planning process at Rembrandt Financial Group, LLC begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an diversified portfolio and adequate levels of insurance coverage. We work with you side by side in reviewing your portfolio periodically in order to help you work towards your long-term goals. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Personalized Financial Planning Services

By creating a personalized analysis of a client's assets, liabilities, risk tolerance, short, mid- and long-term goals we help create a roadmap working toward your financial future.

Investment Products & Services

We assist our clients in purchasing stocks and bonds, as well as mutual funds and College Savings plans.

Retirement Plans

We can assist individuals with IRA's and 401(k) distribution options. In addition, we assist business owners with an array of qualified retirement plans such as SEP's, employer-sponsored plans and pensions.

Annuities

We offer a variety of annuity products that are catered to your individual needs, including fixed, variable and indexed annuities.

Life Insurance

We have access to many life insurance products, including cash value, term, and variable universal life policies.

Disability Insurance

Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others.

Long-Term Care Insurance

Personalized Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as in-home, the community, alternate living facilities or nursing facilities.

 

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent.