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WHEN YOU ACT, YOU GET MORE
The advisors at ACT Advisors are conversant in the features and benefits of long-term care insurance, including the tax consequences of both qualified and non-qualified plans. In addition, we can help determine if you could benefit from the Federal Long-Term Care Insurance Partnership Program and the asset protection it provides
To help cover the costs of higher education for your children or grandchildren, ACT Advisors can provide you with options to help with college expenses, including 529 plans and educational trusts.
Whether you need life insurance or a policy for accident benefits or health coverage, ACT Advisors can help find the plan that’s right for you.
Our advisors are available to speak on a variety of financial issues to the groups and associations you participate in. We can customize a seminar on general financial planning or on a specific topic targeted to your groups needs.
Because we are just one of many advisors you may have assisting you, we can facilitate discussions with you and your other consultants – attorneys, accountants, bankers, even family members – to help ensure your wishes are known by all those entrusted to carry them out, both now and in the future.
The advisors at ACT Advisors are experienced in providing comprehensive products and services to help ensure your investment plan is complete. For questions regarding these or other financial services not listed here, please contact us.