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.