Products & Services

INVESTMENTS

  • Stocks, ETF's - Closed End Funds
     
  • Bonds:
    • Government, Corporate and Municipal Bonds
       
  • Certificates of Deposits
     
  • Mutual Funds:
    • Load and No-Load
    • Institutional Shares
       
  • Separately Managed Accounts
     
  • Variable and Fixed Annuities
     
  • Unit Investment Trusts
     
  • Individual Retirement Accounts:
    • Traditional IRA
    • Roth IRA
    • SIMPLE  IRA
    • SEP IRA
       
  • Business and Corporate Pensions:
    • SAR SEP
    • 401K
    • 403B

SERVICES

  • Management Investment Analysis and Portfolio Construction
     
  • Asset Consolidation
     
  • Wealth Accumulation - Protection and Preservation
     
  • Retirement Income Planning & Lifetime Income Planning
     
  • Personal, Business and Financial Planning
     
  • Retirement Option Analysis
     
  • College Education Planning
     
  • Estate Planning
     
  • Ancillary Services

INSURANCE

  • Term Life Insurance
     
  • Universal Life Insurance
     
  • Whole Life Insurance
     
  • Variable Life Insurance
     
  • Long Term Care Insurance:
    • Traditional and Hybrid
       
  • Disability Income Insurance

 

*We represent over 14 major insurance carriers

We would be pleased to provide prospectuses and

other material upon request on any investment you are interested.