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
Investment 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
Retirement Plans
- IRA, Roth IRA, SEP & SIMPLE IRA
- SEPs
- 401(k), Profit Sharing, Defined Benefits & Cash Balance Plans
- Plan Design Assistance, Administration & Consulting
- Benchmarking
- Fiduciary Reviews & Audit File Management
- Plan Participant Education
- Business Succession Planning Key Person Insurance
- Non-Qualified Supplemental Retirement Plans
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
