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