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Our Services

How We Work

We employ various financial strategies to create the right plan for you. From investments to insurance, education planning to retirement accounts, our team creates a financial plan that is unique to your needs. Our services are advice driven and fee based, not product centered. We see financial planning as a collaborative relationship based on shared communication and goals. As independent advisors, we find the right solutions from a wide variety of options.

Investments

Common Stock & Bonds

Traditional IRA

Roth IRA

Educational IRA

Brokerage Accounts

Variable Annuity

Index Funds & ETFs

Financial Planning

Fee Based Planning

Retirement Planning

401(k) Planning

Tax Planning

College Planning

Estate Planning

Business Planning

Insurance

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Medicare Supplement

Medicare Advantage & Part D

Travel Insurance

Ancillary Products

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@palomarwealth.com |  309-691-9600