Individual Services
At Bongiovanni Insurance & Financial, we believe that everyone should have a sound financial plan. We offer consultation to both small businesses and individuals alike. Whether you are planning for retirement, a vacation, or your children's college education, we can help you make sound financial decisions. The following are a few areas where we can help:
- Total Financial Snapshot: We will sit down and help you analyze your entire financial situation, at no cost to you. All financial decisions can affect your future. By learning your goals and aspirations, we can help you make the decisions to work towards a successful future.
- Retirement: We can offer consultation in all areas of retirement. Whether you want to pass an inheritance on to your children or retire early, we can help you try and reach your goals.
- Brokerage: We have a securities licensed advisor on staff to assist you with all of your brokerage account needs. These accounts can be set up on an advisory basis, and can include such securities as ETFs (exchange traded funds), stocks, and mutual funds. Please call for more information.
- Family: Every family's financial plan is different. We can help you decide the best direction for yours. From college planning to special needs planning, we can help.
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