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Individual Client Services

Our individual client services extend beyond simple planning and execution.  We create strategies that will fit your needs today and adapt to your changing needs tomorrow. 

Future Value can assist you and your family with the following individual services:

  • Investment Options*
  • Retirement Planning
  • College Savings Plans
  • Estate Planning
  • Insurance and Protection Options
  • Risk Management Integration
  • Benefits Advisory Services
  • Homeowners, Auto, and Umbrella Coverages

*Investment Planning is offered through Park Avenue Securities