Insurance - , N/A, US
Niche Financial is dedicated in helping small businesses, individuals and their families develop savings and investment strategies that align with their personal goals, professional aspirations and values. As the investment landscape changes, in addition with our clients' needs, risk profiles and financial positions, we are committed to building effective portfolios and flexible strategies designed to meet and adapt to your most important goals.Offered Services• Comprehensive Consulting Services - 401(k) plans, Pensions, Profit Sharing Plans, Simple IRA's, and Individual IRA's• Health Insurance - Group Insurance and Tax Planning for small employers• Advisory - Almanack Investment Partners/Niche Financial Services will provide hourly and fee based comprehensive consulting to individuals and businesses• 401(k) Plans - The only way to get the most out of your 401(k)/Qualified plan is to know the plan and make educated choices. Periodic Reviews are important. We assist employers in deciding the most appropriate plan for their company's goals and objectives• Personal Planning - There are many resources available to help individuals establish objective financial, insurance, and retirement goals. An experienced financial adviser can certainly help you get on track. Everyone's situation is different. We understand no two individuals have the exact same goals and objectives
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