Services We Provide
Pangaea Solutions is a comprehensive, fee-based financial planning
services firm specializing in the unique needs of the affluent client.
Each client situation is uniquely analyzed to determine the most
appropriate strategies needed to accomplish desired objectives.
Pangaea Solutions offers expert advice in the following areas:
Pangaea Solutions is a comprehensive, fee-based financial planning
services firm specializing in the unique needs of the affluent client.
Each client situation is uniquely analyzed to determine the most
appropriate strategies needed to accomplish desired objectives.
Pangaea Solutions offers expert advice in the following areas:
 | Investment Planning - determining appropriate asset allocation, | |
| investment objectives, and risk tolerance analysis | ||
| Asset Protection Planning - protect what you've worked so hard | |
| to create | ||
| Estate Planning - judiciously pass on to loved ones and charities | |
| assets to assure your legacy | ||
| Insurance Planning - How much money will your loved ones | |
| need? When? What sort of ROI can you expect from your investment in an insurance policy? How are you handling estate planning needs? These are the types of questions Pangaea Solutions can help you answer with thorough insurance planning strategies and models |
Contact us today for a no obligation initial consultation.
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