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Planning for Life Events

Returning Investment Clients:
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Planning for Life Events
Please note the important information at the bottom of this page.

Every client brings his or her own unique set of circumstances that must be considered prior to the recommendation of financial services. However, we often find that certain "life events" are common to many of our clients. Here are some of the challenges we most frequently encounter, along with the services that often provide some solutions:

Planning for College Tuition

  • Coverdell Education Savings Account
  • 529 Plan
  • Life Insurance

Planning and Organizing an Estate

  • Trust Services
  • Life Insurance
  • 529 Plan (for children or grandchildren)
  • Long-Term Care Insurance

Planning for Retirement

  • IRAs
  • Annuities (Fixed & Variable)
  • Employer Sponsored Plans
  • Long-Term Care Insurance

Planning After Retirement

  • Income Annuities
  • Bond Funds
  • Gifting Programs
  • Long-Term Care Insurance

Whatever your financial goals might be, we want to help you get there. Contact us today for a free, no obligation consultation.

IMPORTANT INFORMATION
Investments, Discount Brokerage Services and Internet Trading are offered through Sorrento Pacific Financial, LLC, member FINRA/SIPC. Certain insurance products are offered through ICBA Insurance Services, Inc. These entities are not affiliated with Sussex Bank.

Investment Services Are:

NOT FDIC-INSURED NO BANK GUARANTEE MAY GO DOWN IN VALUE
NOT A DEPOSIT   NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY