Products & Services

ALL UNDER ONE ROOF

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:

Services

Asset Allocation
Asset Management Services
Benefits Consulting
Charitable Giving Strategies
College Savings Plans
Estate Strategies
Financial Statements
Tax Advantaged Investments
Insurance Strategies
Investment Consulting
Portfolio Performance Reports
Retirement Analysis and Consulting
Social Security Maximization
Pension Maximization

Products

Mutual Funds
Individual Stocks/Bonds
UTMA/UGMA Accounts
IRAs/Roth IRAs
401(k) Rollovers
403(b) Plans
CDs and Money Markets
Annuities
Life Insurance
Health Insurance (Group/Individual)
Disability Insurance
Long-term Care Insurance

Business Products/Services

Business Succession Consulting
Buy/Sell Planning & Funding
Key Person Coverage
Fringe Benefits
Defined Contribution Plans
Retirement Consulting: 401(k) Profit Sharing, 403(b), SIMPLEs, etc.
Business Insurance Plans
Deferred Compensation
Customized Financial Consulting
Corporate Investment Accounts
Defined Benefit Plans
Retirement Plan Consultation, Benchmarking & Fee analysis