Services
We 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
- REITs
- Municipal Bonds
COLLEGE FUNDING
- Educational IRAs/Savings Accounts
- UGMA/UTMA Accounts
- 529 Plans
REAL ESTATE
- Residential - Purchases and Sales Evaluation
- Investment - Analysis, Purchases and Sales
RETIREMENT PLANS & IRAs
- Traditional IRAs
- Roth IRAs
- 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