Broker Check


Services

Personal Financial Planning

  • Investment Strategies & Advisory Services
  • Asset Allocation
  • Asset Management & Money Management
  • Budget & Risk Analysis
  • Insurance Needs Analysis
  • Education & College Funding Strategies
  • Retirement Strategies
  • Financial Independence
  • Tax Reduction Strategies

Investments

  • Advisory & Strategy Services
  • Risk Analysis & Asset Allocation
  • Managed Portfolios
  • Brokerage Services
  • Mutual Funds, Stocks & Bonds
  • Education & College Savings Accounts
  • Roth IRAs/IRA Rollovers
  • Institutional Investment Products & Services
  • Exchange – Traded Funds
  • Real Estate Investment Trusts
  • Alternative Investments
  • Hedge Funds
  • Business Development Companies

Tax & Accounting Services

  • Accounting & Bookkeeping
  • CPA Accounting
  • Tax Preparation Services
  • Audit & Attestation Services
  • Accounting Consulting Services
  • Payroll Services
  • Business Valuation

Real Estate Financing

  • Mortgage Origination & Consulting
  • Refinance
  • Residential & Commercial Loans
  • Construction Financing

Insurance & Annuities

  • Fixed, Variable & Deferred Annuities
  • Life Insurance – Term/Universal/Whole
  • Disability Income Insurance Protection
  • Variable Universal Life Insurance
  • Long Term Care Insurance
  • Home, Auto & Property Insurance

Retirement Planning Services

  • Roth, IRAs, SEP & 401(K) Rollovers
  • Wealth Accumulation Plan
  • Non-Qualified Pension Plans
  • Tax-Advantage Savings Plans

Business Planning/Employee Benefits

  • Employee Benefits Planning
  • 419(e) Planning
  • Group Health & Dental Insurance
  • Key Executive Plans
  • Merger & Acquisition Consulting
  • Group Life & Disability Insurance
  • Qualified Retirement & Defined Benefit Plans
  • Employee Pension
  • Profit Sharing Plans
  • 401(k), 403(b) & 457 Plans
  • Key Employee Life Insurance
  • Deferred Compensation Plans
  • 401(a) Plans
  • Tax Sheltering Strategies
  • Business Succession Planning
  • Buy-Sell Agreements

Estate Planning

  • Elder Care
  • Estate Conservation Strategies
  • Trust, Wills, Power of Attorney & Health
  • Care Proxies
  • Medicaid & Medicare Planning
  • Trust Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.