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
Asset Management (fee based)
Mutual Funds
401(k) and Pension Rollovers
Profit Sharing Plans
Money Purchase Plans
403(b) - TSA (tax sheltered annuities)
Roth IRA
SEPP IRA
Simple IRA
Traditional IRA
529 Plans
Variable Annuities/Fixed Annuities
INSURANCE
Disability Income
Long Term Care - Senior Asset Protection
Universal Life Insurance/Variable Universal Life/Term Insurance
Survivorship/Second-to-die
Health Insurance
FINANCIAL PLANNING
Asset Allocation
Estate Plans and Trusts
Wealth Management
Offshore Investing for non-US citizens residing outside the US
College Funding
Financial Strategies
Retirement Planning
Tax Management
Individuals in transition (divorce, widowhood)