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Products & Services

Services We Provide

Ethos Wealth Planning provides the following array of financial services and strategies that can be tailored to fit your unique circumstances. We will be happy to discuss the options that may be best for you.

Investment Planning

  • Identifying capital, contribution and return requirements to meet goals
  • Building cash reserves
    Aiming for reduced risk and enhanced rate of return through asset allocation
  • Tailored Financial Plans
  • Exploring pros/cons of alternatives

Risk Management

  • Helping clients be prepared for:
    – Disability or illness
    – Premature death
    – Long-Term Care solutions
  • Reviewing current insurance


  • Dealing with lump-sum distributions
  • Projecting early or late retirement
  • Income-generating strategies
  • Identifying retirement distribution strategies
  • Tax Management Strategies


  • Protecting privacy
  • Preserving family wealth
  • Charitable giving
  • Gifting strategies

Investment Products

  • Money markets
  • Treasury bills, notes and bonds
  • Stocks
  • Bonds (taxable and tax-free)
  • Mutual funds
  • REITs (Real Estate Investment Trusts)
  • Limited partnerships
  • Variable Annuities
  • ETFs (Exchange-Traded Funds)
  • UITs (Unit Investment Trusts)
  • 529 Plans

Insurance Products

  • Individual and Group life (term, fixed, variable, universal)
  • Disability
  • Long-Term Care
  • Private pension
  • Key person
  • Fixed Annuities

Business Products and Services

  • Qualified plans: 401(k), 403(b), profit sharing, SIMPLE, SEP
  • Pension planning
  • Deferred compensation strategies1