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Retirement Planning - Clients that make up Investors Capital are primarily individuals approaching retirement, at retirement or currently retired. Through the initial fact finding meeting and ongoing portfolio reviews we assist our clients to help them navigate the often overwhelming process of retiring. Our goal for our clients is to facilitate a smooth and stress free retirement process.
Endowment Accounts and
Non-Profit Accounts - James Crosson is experienced in helping investment committees of Endowments and Non-Profit organizations manage their portfolios. With a sensitivity to the dynamics of diverse groups and an awareness of various organization's individual goals, he is able to help maximize the portfolio performance while at the same time offering practical suggestions based on his 25 years of professional experience. Our goal for our clients is to help them optimize the results of their investment committees while at the same time assisting these Non-Profit Organizations in becoming cornerstones in their communities.
Long-Term Care Insurance - Planning for the unexpected need for long-term care is a primary objective in helping Investors Capital clients protect their retirement portfolio. Jacquelin Crosson is a resource for this often confusing topic. The cost of this type of care may run between $200 to $300 a day depending on where one lives. Our goal for our clients at Investors Capital is to prevent major loss of their retirement assets due to an unexpected illness in one's family.
Life Insurance - Even for a family of means, estate planning needs to be a priority. At Investors Capital we are focused on helping our clients transfer wealth to the next generation. Our goal for our clients is to create a family legacy.
Business Owners - Whether it be a small business a large business or somewhere in between, we are available to help get answers to even the toughest business issues. Investors Capital is ready to assit business owners whether it be Employee Retirement Plans, Insurance or Tax Planning issues or questions. Investors Capital maintains relationships with well respected experts in such fields as Law, Taxation and Accounting. Our goal for our clients is to identify the needs, questions and issues of Business Owners and answer them efficiently and correctly the first time.
Our Resources - In a hurried world comprised of unending responsibilities and information overload, even the most organized person can feel overwhelmed. James Crosson has spent over 25 years focusing on the topics that have been listed above and because of that he offers to his clients a Menu of Services. Whether it be a layoff, divorce, loss of a loved one or a multitude of other life impacting events, Jim and his team of professionals at Investors Capital stand ready to help you successfully rise above some of the unexpected situations that life can hold in store. A client may visit the office to discuss with Jim, one of these important topics or they may simply request current expert commentary in the mail from compliance approved sources.
In any event, our goal for our clients is to minimize the stress and maximize the success! Please call for more information (508) 672-7500
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