Individual Services

Your life and wealth don’t come with directions. Whether you’re just starting to accumulate assets or have already built a nest egg, it’s important to decide how you will build, preserve, and distribute your wealth as you experience the many milestones of life. At U.S. Financial Services, we serve as your financial captain, providing personalized navigation. With a chartered course in hand, we help you address the many decisions you face and offer you clarity and confidence regarding your finances.

Our comprehensive services include:

• Estate Planning
• Wealth Management
• Retirement and Financial Independence Planning
• Risk Management Evaluation
• Cash Flow Analysis
• Strategic Investment Management

Our goal is to serve as your financial navigator and help you chart a course designed to connect today’s reality with tomorrow’s goals. Through our interdisciplinary approach, we address your varied financial needs, goals, and dreams, wherever life may lead you along the way.