For Individuals

Many Options. Personalized Solutions.

Because Acorn Financial Services leverages the products and services of a variety of leading financial organizations, we can provide our clients with quality services, highly rated products, and comprehensive solutions. While our goal is to create long-term relationships with our clients, we understand the importance of addressing immediate and short-term needs in addition to long-term goals.

We offer products and services for individuals and families involving:

• Family Protection
• Education Funding
• Financial Planning
• Retirement Planning
• Estate Conservation
• Long-Term Care Planning
• Investments
• Disability Income Protection
• Wealth Transfer

Our products include:

• Life insurance
• Investments
• Annuities
• Long-Term Care Insurance
• Disability Income Insurance
• Qualified and Non-Qualified Retirement Plans
• Key Person Insurance
• Group Health Insurance