Products and Services

 

We provide assistance in the following areas:

 

Retirement Planning



IRA's, Estate Plans, Tax Planning, Money Management, 401(k), Plan Profit Sharing Plans, 403(b), Plans College Plans

 

Investments



Stocks; Bonds; Mutual Funds; ETFs; Direct Participation Programs,  Real Estate Investment Trusts; Unit Investment Trusts; Annuities, and others.

 

Estate Planning (we coordinate with your legal professionals)



Living Trusts; Wills; Philanthropy; Charitable Trusts

 

Wealth Planning



Strategic Financial Planning, Business Planning, Retirement Planning

 

Separately Managed Accounts (SMA's)



Institutional Investment Mangement,  Ability To Customize Portfolios, Tax Advantaged Investments - (tax loss harvesting and capital gain harvesting),  Socially Conscious Investing

 

Insurance



Life, Long Term Care, Disability