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 solutions for some of the most frequent challenges facing our customers

College Tuition

Coverdell Education Savings Account
529 Plan
Life Insurance

Retirement

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

After Retirement

Income Annuities
Bond Funds
Gifting Programs
Long-Term Care Insurance

Organizing an Estate

Trust Services
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 free, no obligation consultation.

IMPORTANT INFORMATION

Investments, Discount Brokerage Services, certain Insurance Services and Internet Trading are offered through Sorrento Pacific Financial, LLC, member FINRA/SIPC. These entities are not affiliated with Sussex Bank.

https://mpv.orcasnet.com/login/sb

Wealth Management Services Are

Not FDIC-Insured, No Bank Guarantee, May Go Down in Value, Not a Deposit, Not Insured by Any Federal Government Agency.