Our Services

 

We are a full-service financial consulting firm committed to helping individuals and businesses pursue their wealth planning goals. We offer access to a wide range of financial products and services to individuals and business owners.

Our goal is to provide sound financial advice to help you identify your goals and help you work toward them. 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:

 

Investments

  • Stocks

  • Bonds

  • Mutual Funds

  • Education IRAs

  • Managed Accounts

  • Exchange Traded Funds

  • Brokerage Accounts

  • Real Estate Investment Trusts

  • Managed Futures Accounts

  • Certificates of Deposit

  • Money Market Accounts

  • Treasury Bills

  • Treasury Notes

  • Government Securities

  • Tax Free Municipal Bonds

  • Fixed and Variable Annuities

 

Financial Planning

 

  • Personal Wealth Planning

  • Retirement Planning

  • Tax Planning

  • College Planning

  • Cash Management

  • Asset Allocation Strategies

  • Estate Planning

  • Legacy Planning

  • Wealth Transfer Strategies

  • Philanthropic and Charitable Gift Planning

  • Business Continuation Planning

  • Asset Protection Strategies

 

Retirement Planning

  • Traditional IRAs

  • Roth IRAs

  • 401(k) Plans

  • 403(b) Plans

  • SEP IRAs

  • SIMPLE IRAs

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Safe Harbor 401(k) Plans

  • Rollover IRAs

 

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Review of Buy / Sell Agreements

  • Key Person Life Insurance