Our Services

Investments

Types of Investments

  • Stock, ETFs, Mutual Funds, Options
  • Bonds- Government, Municipal and Corporate
  • 3rd Party Money Managers
  • Alternative Investments (e.g., REITs, BDCs, Etc.)
  • Treasury Bills/Notes and Cash Instruments
  • Fixed, Indexed and Variable Annuities

Investment Account Types

  • Brokerage Accounts
  • Business Sponsored Retirement Plans
  • Education Plans
  • Traditional IRA
  • Roth IRA
  • Directly Held with Investment

Financial Planning

  • Goals and Personal Values Alignment Planning
  • Retirement
  • Insurance
  • Accumulation for Specific goals (New Home, Education, Etc.)
  • Simple and Complex Estate Planning
  • Forward Looking Tax Reduction Planning
  • Debt Management and Cash Flow Planning
  • Philanthropic/Gifting Planning
  • Education Planning
  • 401(k), 403(b) & 457 Planning
  • Executive Bonus and Compensation Planning
  • Social Security Income Planning
  • Real Estate Investment Planning
  • Relocation Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health and Medicare Insurance
  • Property & Casualty Review

Business Planning

  • Business Start Up Planning
  • Business Sponsored Retirement Plans
    • Profit Sharing (401k)
    • Defined Benefit (Pension, Money Purchase)
    • SIMPLE
    • SEP
  • Small Business Owner Planning
  • Executive Bonus and Compensation Planning
  • Employee Benefits Cost/Benefit Analysis and Planning