Financial Services

Sylvia Financial combines the expert and trusted advisory services provided by AIG Financial Advisors (AIGFA) with the customer-driven service the Sylvia Group has been providing for over 50 years. AIGFA allows the flexibility to provide unbiased and comprehensive personal and business planning solutions in a way we feel best suits our clients.

- Visit the Sylvia Financial site for valuable resources and tools.

Products:

- 401k Pension and Profit-Sharing Plans
- Annuities - Fixed & Variable
- Brokerage Accounts
- Disability Insurance
- Executive Benefits
- Individual Retirement Accounts
- Individual Retirement Plans
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Rollover Accounts

Services:

- Analysis of Current Coverage & Cost Effectiveness
- Asset Allocation
- Assuring Proper Management of Family Assets
- Business Perpetuation Planning
- COBRA/HIPAA Administration
- College Planning
- Identification of Current and Future Risk Exposure
- Income Strategies
- Long-Term Care Protection
- Minimizing Probate Expenses, Delays & Publicity
- Multi-Generational IRA's
- Personal Financial Needs Analysis
- Portfolio Analysis and Redesign
- Reduction or Elimination of Estate Taxes
- Retirement Plan Distributions
- Retirement Planning
- Risk/Return Evaluation
- Tax Free and Tax Deferred Investment Strategies