Our Services
Helping You Develop Sound Strategies
Planning for retirement is challenging. Many people are worried about outliving their money. Cone Advisory Group, Inc. provides a variety of services all designed to help you develop sound retirement strategies.
Your financial well-being is our biggest concern. We focus on money management with the overall goal of educating you about financial concepts and products to help take the mystery out of investing, insurance, estate conservation, and wealth preservation—so you can focus on your financial well-being.
Financial Planning
- Retirement Plans
- 401(k) Plans
- 403(b) Plans
- Estate Plans
- Money Purchase Plans
- Profit-Sharing Plans
Investments
- Bond Funds
- Mutual Funds
- Managed Money
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
Insurance
- Disability Income Insurnace
- Life Insurance
- Long-Term Care Insurance
- Annuities
Is Your Financial Professional Meeting Your Need?
Cone Advisory Group, Inc. provides retirement planning and investment services to maximize your chances of a successful retirement. The advantages of working with us include a free second opinion about your money, details about the total fees you’re currently paying, and all promises—all in writing.
We help determine and document your risk comfort level, outlining current risks in writing, and documenting the risks you’ll take in our designed portfolio. Your assets will be positioned to defend against large stock market losses, and we’ll determine how long your current assets will last in writing. Before implementation, we’ll meet with you at least twice and we’ll provide an income projection throughout your retirement in writing.
Additionally, we’ll discuss tax-free planning ideas, perform a beneficiary asset transfer analysis in writing, and detail the advantages and disadvantages in writing. Your plan will be read out loud to you, signed, reviewed, and updated in the future. Our obligation-free services include a fiduciary financial professional dedicated to your best interests.
