Broker Check

Services

Just as a quality house is built on a strong foundation, our financial philosophy is centered around four important cornerstones: adequate protection, emergency reserves, fixed assets, and equity assets. These pillars are used to build our clients' financial security.

Below are options that may be included in your plan:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Fixed and Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance


At Cone & Associates, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are structured around your needs and designed to provide you the highest level of care possible. Contact us today to learn more.