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Our Services

A Smart Way to Address Your Financial Issues

At Inverness Financial Group, we understand that most wealthy individuals benefit from the ongoing advice and discipline of a professional investment manager.  We also recognize there are certain instances where individuals need assistance with only a single financial issue. Our Focused Plans are a way to tap our financial planning expertise to address those one or two specific, complex issues.

A Focused Plan is right for you if:
  • You want a plan for funding a particular goal, such as paying for your child’s college education or caring for a family member after you’re gone
  • You are selling a business and need an estate planning strategy to transfer assets tax-efficiently
  • You enjoy managing your own investment portfolio but would like a detailed retirement plan projection to assess the risk of running out of money in your 70s, 80s, and beyond
Our Focused Plan program will provide you with in-depth analysis and prudent solutions to resolve your concerns about a specific area, giving you greater confidence about the future.

For Your Comprehensive Financial Well-being

Inverness Financial Group serves as a one-stop resource for many of our clients. We are well-versed in a broad range of financial disciplines, and we maintain alliances with other experts to fully support our clients.   A few of our most popular services are listed below:
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Business Succession Planning
  • Insurance Products
  • Benefit Planning
  • Estate Planning


 


 
 
 
Contact Details
21 Pleasant Street, Suite 201
Newburyport, MA 01950
Phone: 978-499-0111
Fax: 978-499-0113

Map and driving directions
  Disclosure
Securities provided through American Portfolios Financial Services, Inc.Member: FINRA, SIPC. Advisory services offered through American Portfolios Advisors, an SEC Registered Investment Advisor. Inverness Financial Group, Inc. is not affiliated with American Portfolios Financial Services, Inc. & not affiliated with American Portfolios Advisors
©2014 Inverness Financial Group, Inc. All rights reserved.


This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DC, FL, GA, IA, IN, LA, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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