Services

The financial management process at Signatory Advisory Group begins with an in-depth evaluation of  your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

Financial Planning        A comprehensive financial plan is the cornerstone to financial success.  Remember--"People don't plan to fail;  they fail to Plan." 

Investment Products & Services       Our Investment Products and services will help you achieve your financial goals at every stage of your life.  These include retirement plans such as traditional IRA's, Roth IRA's, SEP's, SIMPLE's, 401(k)'s,and profit sharing plans, college planning accounts such as UTMA custodial accounts and 529 plans, and general taxable, tax deferred and tax-free wealth building portfolios.  Investment managers include such mutual fund companies  as American Funds and Fidelity Advisors as well as firms with specialty offerings like REIT's to well known indvidual securities managers like Lotsoff, Fred Alger, Sovereign Asset Management, and U.S. Trust.  Additionally, we offer wrap programs for sophisticated money management utilizing rebalancing and review programs with access to nearly 200 different mutual fund families.  Program fees are charged as a percent of a client's assets under management.

Life Insurance              High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.


Annuities         We offer high quality, innovative Annuity Products.  Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance          Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Health and Disability Insurance      Competitive individual and employer sponsored health insurance and disability income insurance plans.  (Selected insurance products are offered through companies independent of John Hancock Life Insurance Company.)