Life Insurance

Create Financial Security for Loved Ones

  • Plan and Design
  • Cover Debts and Future Expenses
  • Tax-Free Benefits

Annuities

Income and Cash Flow Planning

  • Tax Deferral on Growth
  • 100% Guarantee of Principal
  • Market Linked Upside without Downside Risk
  • Guaranteed Lifetime Income Stream

Retirement

Retirement Planning

  • Cash Management
  • Investment Advising
  • Tax-Free Cash Flow
  • Comprehensive Planning

College

Advanced Planning for Higher Educational Expenses

  • Provide Affordability Assessment
  • Recommendations for Paying on a Tax-Favored Basis
  • SAT and ACT Test Prep Solutions
  • FAFSA and CSS Profile Completion
  • Personalized Scholarship Search
  • Financial Aid Maximization

COMPLETE SERVICES WE OFFER.

We go deep to unlock insight and have the courage to act, and bring the right people together to challenge established thinking and drive transformation.

Life Insurance

Annuities

Retirement

College

Wealth Protection

Increasing Income

Portfolio Positioning

Estate Planning

Wealth Transfers

Investment Growth

Let Plutus Financial Group Help You!

You will be surprised to learn just how quickly you can reach your financial goals.