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Having a variety quality options is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through the advisors located at P.A. Schopen & Associates, investors are offered an extensive array of investment alternatives and services, including:
- Comprehensive Wealth Management - Managing and maintaining your wealth to help provide for a lifetime of financial independence.
- Estate Planning and Trust Services - Providing knowledgeable guidance and strategies to preserve your wealth during your lifetime and beyond.
- Retirement Planning - Analyzing your needs, goals, and dreams and implementing a solid plan to achieve them.
- Education Planning - Help you to discover the projected costs of education expenses and design a plan designed to accommodate for them.
- Charitable Giving - Leveraging your wealth to help your local or global community.
- Sustainable Investing - Provide research, guidance, and investment advise to investors who wish to invest in a socially responsible manner.
The universe of products and services available to the advisors at P.A. Schopen & Associates for advising our clients is too vast to list, but can include:
- Mutual Funds
- Exchange Traded Funds (ETF's)
- Stocks and Bonds
- Variable Annuities
- Fixed and Equity Index Annuities
- Alternative Investments
- All forms of Life Insurance Products
- Long-Term Care Insurance
- Life Settlements
- Structured Products