Worried that your financial strategy is
Missing Something?
Your Dreams Matter
At Alicorn Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We offer services in these three areas
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement income planning
Wealth management
Social Security planning
Healthcare and Medicare planning
Insurance and risk management planning
Preserve
Take steps to help protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax Planning
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
Estate and family protection planning
Estate and family protection planning
The Bucket Plan
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
Or give us a call at 732-842-3840