Services
Comprehensive Wealth Management
Poinciana Advisors Group provides comprehensive wealth management solutions for individuals, families, businesses, and institutions. Our array of services, provides our clients with the necessary tools to navigate various macroeconomic climates and economic cycles with the "peace of mind" of achieving their long-term financial goals.
Our financial professionals recognize that individuals, families, businesses, and institutions require customized and comprehensive wealth management solutions. We offer a suite of wealth management services to address a wide range of client requirements for holistic, wealth management.
Clients We Serve
Individuals & Families
We help individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.We serve individuals, families, physicians, lawyers, accountants, professionals, women-in-transitions, widows, individuals experiencing change, and others who subscribe to our holistic, evidenced-based wealth management process.
Read more about or individual and family service offerings here.
Businesses & Institutions
We offer comprehensive wealth management solutions to 401(k) plan sponsors, community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits that need to advance their mission and goals with prudent investment management and financial guidance(click here for business and institutional services)
Read more about or business and institutional service offerings here.
Our Comprehensive Services
Our comprehensive suite of wealth management services include:
Tax Strategies
Forward Planning | Tax-Deferred vs. Tax-Free | Minimizing Income & Estate Tax
Legacy Planning
Desired Lifestyle | Wealth Transfer Intentions | Charitable Interests | Estate Planning | Education Planning
Risk Management
Personal Insurance | Professional Insurance
Portfolio Strategy
Diversification | Risk-Based | Goal-Oriented Returns
Federal Benefits
Social Security Strategies | Medicare Choices | Medicare Supplements
Retirement Income
Bond Ladders | Tax Efficiency | Pensions & Annuities | Spend-Down Strategies
If you would like to learn more about our comprehensive services, and how can help you achieve your goals, please contact us today or schedule a meeting.
