Broker Check

Services

We provide a wide array of services and access to product options to our clients, divided into seven basic areas. How may we be of service to you? 

I. Financial Planning

  • Asset Allocation Review
  • Client Financial Statements
  • Cash Flow Analysis
  • Income Tax Planning
  • Educational Cost Analysis
  • Insurance Needs & Policy Analysis
  • Estate Plan Analysis
  • Rent vs. Own
  • Buy vs. Lease
  • Business Succession Planning
  • Social Security Analysis

II. Qualified Accounts

  • IRA
  • Roth IRA
  • SIMPLE IRA
  • SEPs
  • 401(k)
  • 403(b) Plan - Catch up provision rules
  • 457 Plan - Catch up provision rules
  • Profit Sharing Plans
  • Defined Benefit Plans - Pension
    Maximization Analysis

III. Advisory Accounts

  • Mutual Fund Wrap Accounts
  • Separately Managed Accounts
  • Active & Passive Strategies

IV. Investment Programs

  • Mutual Funds
  • Variable Annuities
  • Alternative Investments
  • Stocks
  • Bonds
  • REITs
  • UITs
  • CDs

VI. Educational Accounts

  • 529 Plans
  • Educational IRAs
  • UGMAs
  • UTMAs

IV. Insurance Programs

  • Equity Index Annuities
  • Fixed Annuities
  • Variable Life Insurance
  • Universal Life Insurance
  • Term Insurance
  • Whole Life Insurance

VII. Benefits

  • Health Insurance
  • Dental Insurance
  • Long Term Care Insurance
  • Medicare Supplements & Part D Prescription
  • Disability Insurance