Products & Services

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

Retirement

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

Estate

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