Products & Services
We can assist our clients in the following areas:
FINANCIAL PLANNING
- Comprehensive Planning
- Investment Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Capital Preservation Strategies
INVESTMENTS
- Bonds
- Common Stocks
- U.S. Government Securities
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- REIT's
- Municipal Bonds
COLLEGE FUNDING
- Educational IRA's/Savings Accounts
- UGMA/UTMA Accounts
- 529 Plans
REAL ESTATE
- Residential - Purchases and Sales evaluation
- Investment- Analysis, Purchases and Sales
RETIREMENT PLANS & IRA`S
- Traditional IRA's
- Roth IRA's
- 401(k) Asset Allocation
- 403(b) Analysis of Alternatives
INSURANCE
- Disability Income
- Life Insurance- Term, Variable, Survivorship
BUSINESS PLANNING
Installation of Retirement Plans:
- SIMPLE Plans
- 401(K) Plans
- Defined Benefit Pension Plans
- Profit Sharing/ Money Purchase Pension Plans