Welcome to Wealth Strategies
A Financial Services Boutique
About Wealth Strategies
The experienced professionals at Wealth Strategies, A Financial Services Boutique, work with the philosophy that through education and empowerment, they can make a difference in people’s lives. They work in a way that helps people make the right choices for themselves, their family and their businesses.
Wealth Strategies often provides educational seminars regarding various different aspects of the insurance services arena. Andrea speaks to individuals as well as targeted professional groups and associations. Participants walk away with specific practical strategies that can be put into use. The
ir goal in these educational seminars is to make a lasting difference in the participant’s professional and personal life. By attending one of these no cost seminars you get the benefit of years of experience and participation in this field.
Andrea has been helping people find solutions to life’s financial problems and uncertainties for over 15 years. For some clients, this can mean increased preservation for their family’s assets. For others, it can mean capital accumulation and preservation. For still others, it can mean establishing a competitive but affordable benefits package to attract and retain talented employees.
Wealth Strategies provides:
- Estate and Business Strategies
- Wealth Transfer Strategies
- Life and Disability Insurance
- Long Term Care
- Fixed Annuities & Variable Annuities*
- Retirement Planning Strategies
Wealth Strategies' holistic approach combines experts from many fields to provide a cohesive all inclusive estate and business protection plan. Wealth Strategies acts as a liaison between you, the insurance companies and the medical underwriters to provide you with the appropriate product for your financial goals. Andrea strives to be the “go to people” in the estate planning arena and provide clients with a “planning made simple approach” utilizing their knowledge to facilitate a very complex and important process. Wealth Strategies has a way of taking complex strategies and putting them into terms everyone can understand.
Wealth Strategies is committed to creating relationships not transactions.
*Securities services offered through representatives of Lincoln Financial Securities Corporation, member SIPC. Insurance and Annuities are offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Financial Securities, Lincoln Financial Group and Wealth Strategies are not affiliated. Lincoln Financial Securities Corporation and its representatives do not offer tax/legal advice. You should consult your tax or legal professional regarding your individual circumstances. LFS 1513582-053116