You are viewing a preview location.
Broker Check

Products & Services

We have the expertise and experience to provide a wide range of Financial Planning, Investment and Insurance solutions to fit the needs of individuals, families and business owners. We offer a comprehensive suite of services designed to address your unique planning needs, no matter what your stage in life.

Our services include

I. Financial Planning

  • Holistic Financial Planning
  • Asset Allocation Review
  • Cash Flow Analysis
  • Tax Planning
  • Educational Cost Analysis
  • Comprehensive Insurance Solutions
  • Estate Plan Analysis
  • Business Succession Planning

II. Qualified Accounts

  • IRA
  • Roth IRA
  • SIMPLE IRA
  • Simplified Employee Pension Plans
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Pension Maximization Analysis

III. Advisory Accounts

  • Individual-Customized Investment Portfolios

IV. Insurance Programs

  • Fixed and Variable Annuities
  • Variable Life Insurance
  • Universal Life Insurance
  • Disability Insurance
  • Term Insurance
  • Whole Life Insurance
  • Long Term Care Expense Solutions

V. Investments - Qualified & Non-Qualified

  • Complete Spectrum of Mutual Fund and ETF Portfolios
  • Equities, Bonds & REIT’s
  • Alternative, Non-Correlated Investments
  • Low Volatility Portfolio Construction
  • Direct Participation Programs

VI. Educational Accounts

  • 529 Plans
  • Educational IRAs
  • UGMAs
  • UTMAs