Insurance & Investment Consultants is an independent financial services firm in Birmingham, AL. We strive to help our clients develop and carry out a comprehensive financial plan to meet their needs. This comprehensive plan helps to put into place various efficient strategies in the “accumulation process” of your working years - analyzing assets, protecting assets, and minimizing tax consequences, just to name a few. We also help our clients to effectively bridge into the “distribution phase” of retirement. There are many obstacles that may cause a person to have catastrophic accidents in the distribution phase as they navigate down the “financial mountain” of retirement - inflation, healthcare, longevity risks, and market risks, just to name a few. We have excellent resources at our fingertips that many firms do not have that will allow us to help our clients to strategically plan for retirement. Our goal as a firm is to treat our clients exactly like we would want to be treated.
We welcome an opportunity to talk with you, provide you with additional information, or to schedule an appointment.