Services
At Corbett Capital Financial Wellness Solutions, we help you prepare and plan for the future.
Here's how we can help:
Financial Planning
Planning for the future, so that when a life event occurs, you are prepared and protected.
- Managed Accounts (Fee-Based)
- Retirement Plans: Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 403(b), 457 Plan, 401(k), 401(a) Plan, Retirement Accumulation & Distribution Planning
- Tax Planing
- College Planning: 529 Plan, Life Insurance with Cash Value
- Estate & Gift Planning
- Insurance Review
- Investment Allocation
- Liability Planning
- Cash Flow Analysis
Women & Investing
Helping women recovering from divorce or the death of a loved one manage their finances.
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Exit Planning
A member of the Exit Planning Institute, Corbett Capital Financial Wellness Solutions is dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.
- Maximize Value of Business
- Prepare for Mergers & Acquisitions
- Sale of Business
- Profit Sharing Planning
Long-Term Care
At least 50% of Americans will need some form of long-term care after age 50. We help you prepare for the future of natural aging, and plan for insurance in the event of disease or injury.
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance