Returning Wealth Management Clients

Planning for Life Events

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.

We offer potential solutions for some of the most frequent challenges facing our customers

College Tuition

Coverdell Education Savings Account
529 Plan

Retirement

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

After Retirement

Annuities
Long-Term Care Insurance

Organizing an Estate

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

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

BROKER CHECK http://brokercheck.finra.org

IMPORTANT INFORMATION

Returning Wealth Management Clients:

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Wealth Management Services Are

No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value

*All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA/SIPC. The investment services offered by IPI under the name Sussex Investment Services are in no way affiliated with or offered by Sussex Bank, nor is Sussex Bank a registered broker/dealer. Customers working with Sussex Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

BROKER CHECK | http://brokercheck.finra.org

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