PERSONAL SERVICES

What are your most pressing financial and retirement needs, goals, and dreams? When you're ready for a deep conversation and in-depth assessment of your portfolio, let's build a custom plan together. We offer courteous expertise and client-first service, as well as a comprehensive array of retirement and investing options.

RETIREMENT & INVESTMENT SERVICES

  • Divide and Conquer Retirement Planning
  • Social Security Optimization
  • 401(k) and IRA Advising
  • Plan Income Strategies
  • Tax Minimization
  • Investment Consulting - Fixed and Variable Income Products, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, and more
  • Estate Planning*
  • Medicare Issues*
  • 529 Plans and Education Funding

INSURANCE & RISK MANAGEMENT*

  • Life Insurance*
  • Disability Insurance*
  • Critical Illness Insurance*
  • Long Term Care Insurance*
  • Health Insurance*

*Not offered through J.W. Cole Advisors, Inc. 

BUSINESS SERVICES

Let us help you attract and retain top talent in your organization! Whether you are a small business owner or an executive at a Fortune 500 company, acuity Financial can tailor your employee benefits package so that it fits your needs and budget.

EMPLOYEE & EXECUTIVE BENEFITS*

  • Group Insurance Benefits*
  • Medical, Dental, and Vision Coverage*
  • Short and Long Term Disability*
  • Long Term Care*
  • Life Insurance*

EMPLOYEE RETIREMENT PLANS

  • 401(k) Plans
  • Pension Plans

BUSINESS SUCCESSION PLANNING*

  • Buy / Sell Agreements*

*Not offered through J.W. Cole Advisors, Inc.