Comprehensive Financial Planning & Advisory Services

    Client specific recommendations regarding:

  • Tax Planning Strategies
  • Retirement Planning
  • Investments
  • Portfolio Income Planning
  • Insurance Needs Analysis
  • Educational Funding
  • Employee Benefits Analysis
  • Estate Planning
  • Cash flow analysis
  • Financing Options
  • Charitable Donations
  • Unlimited Consultations for Planning Clients

 

Investment Services:

  • Income for Life Modelä
  • Fee-only investment management alternatives                                        
  • Tactical & Strategic Asset Allocation
  • Mutual Funds, Stocks, Bonds
  • Exchange Traded Mutual Funds (ETF’s & ETN's)
  • Income Tax Credit Programs
  • Fixed, Variable and Equity-Indexed Annuities
  • Real Estate Investment Trusts (REIT’s)

 

Banking & Mortgage Services Through Everbank:

  • FDIC insured checking, savings & Money Markets
  • Domestic CD’s and World Currency CD’s
  • Business Checking, Money Markets & CD's 

 

Insurance Services:

  • Life Insurance (Term, Universal, Variable & Whole Life)
  • Long Term Care Insurance
  • Disability Income Protection
  • Business Owner Buy-Out Insurance for Death & Disability
  • Business Overhead Expense Insurance

 

Corporate Services:

  • 401(k) Plan consultation, implementation, & servicing
  • Small Business Retirement Plans:  SEP-IRA, SIMPLE IRA, Solo 401(k)
  • Financial Planning Services for Key Employees

 

 

Securities offered through Securities America, Inc., Member FINRA/SIPC

LoNano Financial Advisors, Inc. and Securities America, Inc. are separate entities

Michael J. LoNano, CFPâ & Frank J. LoNano; Registered Representatives     

 

3400-H West Wendover Avenue, Greensboro, NC  27407

               (336) 854-4458   Fax (336) 854-1808       www.LoNano.com        03/11