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Areas of Expertise

  • RETIREMENT PLANNING

    Whether you start early in life or late, we work with you to have more income in retirement without the fear of running out of money. We help you develop your life plan to achieve your objectives in your financial life (education, retirement, etc.) while simultaneously combating inflation, taxation and shields you from interest rate fluctuation.

  • INVESTMENTS*

    Our licensed advisors work with you to create an investment portfolio that fits the risk tolerance and time horizon while working towards your objectives. 

  • ESTATE PLANNING

    Your advisor builds a plan with you to help provide for your loved ones and leave a legacy in accordance with your objectives.

  • BUSINESS PLANNING

    The Wellington Group advisors come along side you to establish a strategy to assist you in any of the following areas:

    • Business Insurance
    • Succession Planning
    • Buy-Sell Agreements
    • Key Person Planning
    • Split Dollar Arrangements
    • Supplemental Life & Disability Income Protection
  • CORPORATE RETIREMENT PLANS

    The Wellington Group has advisors that are dedicated to corporate retirement plans. Working with business owners to have correctly structured Defined Benefit and Defined Contribution Plans.

CONTACT US today for your Complimentary coaching session!

 
*Investments are offered through Park Avenue Securities