Jeffrey Severin
Severin Investments, LLC

Financial Advice & Consulting

Severin Investments provides financial consulting at an hourly fee. Clients in our managed portfolios are charged a reduced fee, and may even receive complementary consulting services depending on the consulting project. Consulting services include financial planning, recommendations for active 401(k)s, cost basis calculations, and insurance planning. Other consulting services are available upon request.

Financial Planning for Individuals

We know that your needs are unique, and we need to understand them in order to provide you with the best possible service. That's why Severin Investments offers complementary investment plans to all of our clients with managed accounts. Comprehensive financial plans are also available at an hourly rate for those who feel more comfortable with extra guidance or have complicated finances. Regardless of where you are in your life, you can count on Severin Investments to help you plan for what's most important to you.

Financial Planning for Businesses

Severin Investments LLC can help entrepreneurs and business owners manage, preserve and transfer their wealth. We can also build and manage employee 401k plans or Simplified Employee Pension (SEP) plans. Our personal touch and blended portfolios make us a unique player in the retirement plan industry.

Financial Advice & Consulting

Severin Investments provides financial consulting at an hourly fee. Clients in our managed portfolios are charged a reduced fee, and may even receive complementary consulting services depending on the consulting project. Consulting services include financial planning, recommendations for active 401(k)s, cost basis calculations, and insurance planning. Other consulting services are available upon request.

Financial Planning for Individuals

We know that your needs are unique, and we need to understand them in order to provide you with the best possible service. That's why Severin Investments offers complementary investment plans to all of our clients with managed accounts. Comprehensive financial plans are also available at an hourly rate for those who feel more comfortable with extra guidance or have complicated finances. Regardless of where you are in your life, you can count on Severin Investments to help you plan for what's most important to you.

Financial Planning for Businesses

Severin Investments LLC can help entrepreneurs and business owners manage, preserve and transfer their wealth. We can also build and manage employee 401k plans or Simplified Employee Pension (SEP) plans. Our personal touch and blended portfolios make us a unique player in the retirement plan industry.

Portfolio Management

Severin Investments LLC is a private portfolio management firm that manages several blended portfolios of stocks, bonds and ETFs. These portfolios are designed to meet our client risk objectives, income needs, and provide liquidity. As portfolio managers, we take a fundamental and tactical approach to managing your investments. This is done through a committee of three security specialists, as well as a stock and bond analyst. We start by creating a complementary investment plan, which helps us determine your risk tolerance and needs for the account. The investment plan acts as a guide to help your advisor choose the appropriate portfolio for you. Any time your risk tolerance changes, we can move to a new portfolio without any added charge to you. Unlike other most other advisors, Severin Investments LLC offers a wrap fee program, which encompasses the advising fee, portfolio management fee, and trading costs. This provides our clients with a reasonable, consistent fee. Unlike annuities, most of which have hidden fees and lock up your money, Severin Investments allows you to access your money whenever you need it. There are no surrender penalties or minimum contract lengths.

Retirement Planning

Using state-of-the-art retirement software, Severin Investments LLC, can help you determine the best time to retire. As a valued client, you will have access through our account website enabling you to interact with your financial advisor to determine the right plan for you.

401K Rollovers

Severin Investments LLC, can help you move your old 401Ks from your employer into a Self-regulated IRA. This may be a good idea for a lot of reasons, which can be discussed at our complimentary consultation.

Estate Planning & Trusts

Jeffrey J Severin, president of Severin Financial Group Inc and Severin Investments LLC, worked for John Hancock Financial Services from 1991 to 1998 specializing in estate planning and estate planning seminars. We also have state-of-the-art, estate planning software that we use to determine what type of estate planning will work for you. We have estate planning attorneys we work with that will help you build your estate plan. All this is done for a flat fee or an hourly rate.

Tax Planning & Mitigation

Severin Investments LLC is not a tax planning company but we do work with a few CPA firms or we can work with your CPA.

Insurance Planning

Severin Investments LLC can work with you on insurance planning. This is done on a hourly rate and commissions.

Annuities

Severin Investments LLC can recommend an annuity that will best fit your needs. We will explain all the internal cost and any surrender penalties. Annuities may not be the right investment for you, and we'll make sure you understand all the limitations of an annuity in addition to the benefits.

Education Funding & Planning

Severin Investments LLC will do education funding and planning. This service is done for a fee.

Investment Management & Advice

Severin Investments LLC will review your portfolio regularly to keep you on target. Your portfolios will be rebalanced as necessary to maintain the right mix according to your financial plan.

Wealth Management

Whether you are planning for retirement, future health care needs, funding an education, or leaving a legacy for the next generation, Severin Investments LLC will create a wealth management plan to help you realize that goal.

Risk Management

Severin Investments LLC invests across asset classes to help improve investment performance as well as curb volatility due to market, interest-rate, inflation or credit risks. Using targeted allocations diversified by asset class and market sector we help clients meet investment objectives and manage risk.

Money Management

Money Management requires significant time. Severin Investments LLC provides a range of portfolios to help you achieve both short-term and long-term financial goals based on your risk tolerance. We will also monitor market changes and update your portfolio to help stay on course of your goals.