Services Provided

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Alternative Investments
  • Fixed Annuities
  • Variable Annuities
  • Certificates of Deposit (CD)
  • Unit Investment Trust (UIT)
  • Exchange-Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)

Personal Planning Services

  • Financial Planning
  • Retirement Income Planning
  • Wealth Preservation
  • Legacy Planning
  • Professional Money Mangement
  • College Planning
  • Social Security Planning
  • Traditional and Roth IRAs

Insurance

  • Life Insurance
  • Disability Income
  • Long-Term Care

Estate Planning

  • Living Trust
  • Charitable Remainder Trust
  • Irrevocable Life Insurance Trust (ILIT)
  • Stretch IRA

Business Planning Services

  • 401(k) Plans
  • 403(b) Plans
  • Deferred Compensation Plans
  • Profit-Sharing Plans
  • SEP Plans and Simple IRAs
  • Company Retirement Plans
  • Business Valuation
  • Key Person Life Insurance