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Products & Services

We provide assistance in the following areas:

Comprehensive Financial Planning

  • Retirement Plans
  • College/Educational Plans
  • Major Purchases Plans
    • Home
    • Vacation Home
    • Plane, RV, or Boat/Yacht
  • Liability Management
  • Cash Management
  • Charitable Gifting During Life

Risk Management

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Investments

  • Personal Asset Management
    • Tailored Portfolios
    • Separately Managed Accounts
    • Mutual Funds
    • Variable Annuity
    • Fixed Annuity
    • Alternative Investments
      • Commodities
      • Managed Futures
      • Real Estate Investment Trusts

Tax Strategies (in conjunction with your CPA)

  • Roth IRA conversions 
  • Charitable Gifting Strategies

Retirement Planning

  • Qualified Retirement Plan/ IRA
    • 401(k)
    • 403(b)
    • 457
    • Cash Balance Plans
    • Profit Sharing Plans
    • Roth IRA  
    • Safe Harbor
    • SEP IRA
    • Simple IRA
  • Executive Benefits Compensation Plans
  • Stock Options

Estate Planning (in conjunction with your attorney)

  • Wealth Preservation and Estate Transfer
  • Business Succession
  • Gifting to Children/ Descendants
  • Distribution of Wealth at Death
  • Charitable Inclinations at Death