Broker Check

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