Salvatore Bonetti & Jonathan Hiltz

CONNECT

Address:

75 Leighton Rd 3
Falmouth, ME 04105

Phone:

Sal: (207) 770-2016 • Jon: (207) 770-2004

Fax/Other:

(866) 664-1150

Our Services

  • Business Owners
    • We provide a consultative review to assure the most cost effective available resources are in place.  We can propose solutions in the following areas:
  • Qualified Retirement Plans, Pension and Profit Sharing Plans:
  • 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability
  • 403(b) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE Plans
  • Executive Deferred Compensation Plans
  • Cash Balance Plans:  integrated design with Defined Contribution Plans
  • Life Insurance
  • Insurance Services
    • We discuss your attitudes toward risk, underline various risks and review the various options to manage and / or mitigate various forms of risk.  We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies.  We can offer access to the following solutions:
      • Life Insurance
      • Long-Term Care Insurance
      • Business Income Continuation, Succession and Estate Planning strategies
  • Investment Services
  • We begin by getting a clear understanding of your overall financial goals and your goals for each investment account.  We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account.  To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:
  • Managed Accounts
  • Mutual Funds and ETFs
  • Individual Stocks and Bonds
  • Individual, Joint, Trust accounts
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • College funding strategies
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck