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Our Services
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
Brokerage Account
Common Stock
Bonds
CD's (Certificates of Deposit: FDIC Insured)
Government Securities
Treasury Bills
Treasury Notes
Exchange Traded Funds
Mutual Funds, Unit Investment Trusts (UITs), Real Estate Investment Trusts (REITs) and Business Development Companies (BDCs)
Custom Structured Notes and Market-Linked CDs and notes
Variable, Fixed, and Indexed Annuities
Custom Asset Management Programs and Separately Managed Accounts
Cash Management Strategies
Financial Planning
Retirement Plans
Tax Strategies
IRAs (Traditional and Roth) and Conversions
IRA Consolidations and Transfers
Retirement Income Strategies
College Planning and 529 savings plans
Social Security Planning
Examine Social Security Options
Determine your actual full retirement age by Social Security rules
Estimate social security benefits for you and your spouse.
Analyze the best time to retire for your situation.
Resolve any income shortfalls
Managing Your Risk
Establish how much risk is right for you
Ensure your investments line up with your risk tolerance
Monitor portfolio for changes outside your risk tolerance
Business & Financial Planning
Business Retirement Plans
401(k) and Other Qualified Plan Setup and Maintenance
Profit Sharing
Simple and SEP IRAs
Money Purchase Plans
Buy/Sell Strategies and Key-Person Planning
Comprehensive Risk Assessment
Tax Management Strategies
Insurance
Life Insurance
Disability Income Insurance
Long-Term-Care Insurance
Estate Planning
Trust and Will Assistance
Charitable Giving Strategies
Wealth Transfer Strategies
Domestic Partner Planning