Broker Check

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