Pangaea Solutions, Inc.
Financial Services

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:

• Retirement Income Planning to maximize the use and enjoyment of your assets 
• Income Tax and Estate Tax Planning to determine which of the more than 35 tax-planning strategies are appropriate for your situation
• Investment Planning, inclusive of definition of investment objectives, risk tolerance, and appropriate asset allocation and selection
• Asset Protection Planning to protect what you've worked so hard to achieve
• Estate Planning to allow you to judiciously pass on to loved ones and charities assets to assure your legacy
• Risk Management including Life & Disability Income insurance needs analysis, Retirement Income, Budgeting and Cash Flow
• Business Continuation involving Buy-Sell Strategies, Key Person Insurance, and Executive compensation arrangements

Contact us today for a no obligation initial consultation. 

Who are the clients of Pangaea Solutions?  They are people just like you.  Family-oriented and financially successful, our clients include business owners, physicians, and executives of just about any age.

When you are ready to start planning the work and working the plan for your financial future, contact us and let's get started.