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)