We have the ability and experience to handle virtually any aspect of your financial situation. We can help you:

  • Analyze your current situation and implement a plan that puts you on a path to your long-term financial objectives.
  • Open and manage investment accounts (individually or through employers) that help you save for retirement and other financial goals.
  • Provide access to a wide variety of investment options offering you a broad choice in asset types and fee structures, always with your risk profile in mind.
  • Manage the larger risks in your life through insurance programs that help protect your family, income, and retirement.
  • Prepare for your family’s educational expenses utilizing tax-advantaged accounts.

 

 

Personal Wealth Planning

  • Asset Allocation Review
  • Cash Flow Analysis
  • Income Tax Planning
  • Educational Cost Analysis
  • Insurance Needs & Policy Analysis
  • Estate Plan Analysis
  • Rent vs. Own / Buy vs. Lease
  • Mortgage Consulting
 

Advisory Accounts

  • Mutual Fund Wrap Accounts
  • Separately Managed Accounts
  • Active & Passive Strategies
 

Insurance Programs

  • Stocks, Bonds, Mutual Funds
  • REITs, BDCs & UITs
  • Direct Participation Programs
  • Managed Accounts - Constrained & Unconstrained
 

Insurance Strategies

  • Equity and Fixed Index Annuities
  • Fixed Annuities
  • Variable & Universal Life Insurance
  • Term, Whole Life & Disability Insurance
  • Long Term Care Planning
 

401(k), Profit Sharing, Defined Benefits & Cash Balance Plans

  • IRA, Roth IRA, SEP & SIMPLE IRA
  • SEPs
  • Plan Design Assistance, Administration & Consulting
  • Benchmarking
  • Fiduciary Reviews & Audit File Management
  • Plan Participant Education
  • Business Succession Planning
 

Comprehensive Estate Settlement Assistance

  • Ownership & Account Information Updates
  • Trust Transition
  • Point of Contact for Beneficiaries
  • Survivor/Family Benefit Review & Transition
 

Educational Accounts

  • 529 Plans & Educational IRAs
  • UGMAs & UTMAs