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