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.
BUSINESS PLANNING
The Wellington Group advisors come along side you to establish a strategy to assist you in any of the following areas:
- Business Valuations (*non-certified)
  - The Wellington Group LLC uses BizEquity to help business owners find the value of their business. The interactive program allows owners to project and simulate changes to their business and the value that those changes bring.
- 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.
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.

*Investments are offered through Park Avenue Securities