Services

The financial management process at Acorn Financial Services 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:

Investment Products & Services
Our Investment Products and services will help you achieve your financial goals at every stage of your life.  We'll help you to develop an investment philosophy then direct you to the available investment vehicles suitable for your objectives.

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

Retirement Planning
Income planning pre and post retirement, IRA's, 401K's, Rollovers, Profit Sharing Plans, Simplified Employee Pensions and many other options.

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

Long-Term Care Insurance
In this highly competitive market we work with many carriers to find a company that will fit your individual needs.  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.