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Personal Wealth Services

At Minotti Financial Group our philosophy is that an all-inclusive financial plan not only includes addressing your current assets and investments but also barriers that prevent threats to your financial well-being. We take a personal interest in our clientele and conduct a comprehensive review of their portfolios in order to utilize our wide range of financial solutions in the most effective way.

Investment Planning

We offer a variety of services within our group to assist you in reaching your financial goals:

  • Financial Planning
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning

Insurance Planning & Risk Management

We also provide an assortment of insurance solutions to assist in managing your risk:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Annuities

We utilize the above services to develop a thorough financial management plan that is customized to fit your individual needs.