Home

About Us

	About Us
	Our Associates
	Our Location
	CFG WealthCARE Manager
	LiveLIFE Financial Planning
	Cash, Debt & Risk Management
	Asset Management & Investments
	Retirement Planning
	Estate Planning
	My Account Links

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Request A Quote

	Long-Term Care Insurance
	Life Insurance
	Information Request

Estate Planning

Accumulate, Conserve, and Distribute.

Estate Planning in the broadest sense encompasses the accumulation, conservation, and distribution of an estate. The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial independence of you and your family.

We can help you...

Understand the process of planning an estate
Strategies to protect, conserve and distribute your estate
Coordinate your estate planning strategies with your attorney

Jonathan Busa and Michele Russell are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, Florida, Maine, Rhode Island, Indiana, California, New Hampshire, Ohio. No offers may be made or accepted from any resident outside the specific states referenced.

Jonathan Busa and Michele Russell are also separately registered as an investment adviser representatives under CERES Financial Group, Inc., a registered investment advisor, offering advisory services in the states of Massachusetts and Florida. As such, these services are strictly intended for individuals residing in Massachusetts and Florida.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.