Our Services

 

 


 



 



 


We will work directly with you to create a strategy that is tailored to your specific needs and is designed to meet your financial goals. James River Investment Strategies LLC offers the following products through Cabot Lodge Securities LLC:


Financial Consulting: 



  • College Fund Plans

  • Retirement Income Plans

  • Wealth Transfer Strategies

  • Trust and Estate Planning

  • Special Needs Trusts




Retirement Planning, Personal & Business:



  • Traditional IRA, ROTH, SEP, & SIMPLE

  • 401(K) Plans for Small Business Owners

  • 401(K) Rollover Plans




Insurance:



  • Whole Life

  • Universal and Variable

  • Long-Term Care & Disability Income