Products & Services

INVESTMENTS

  • Separately Managed Accounts
  • Stocks, ETF's - Closed End Funds
  • Bonds:
    • Government, Corporate and Municipal Bonds
       
  • Business and Corporate Pensions:
    • 401K
    • 403B
  • Mutual Funds
    • Open & Closed End
  • Variable and Fixed Annuities
  • Unit Investment Trusts
     
  • Individual Retirement Accounts:
    • Traditional IRA
    • Roth IRA
    • SIMPLE  IRA
    • Simplified Employee Pension
    • Solo 401K
       
  • Certificates of Deposits

SERVICES

  • Investment Management Analysis and Portfolio Construction
     
  • Asset Consolidation
     
  • Retirement/Pension Option Analysis
  • Wealth Accumulation - Protection & Preservation
  • Financial Planning - including:
    • ​Retirement Income Planning
    • LIfetime Income Planning
    • Estate & Legacy Planning
    • Inheritance Planning
    • College Education Planning
    • Business/Non-Profit Investment Planning

INSURANCE

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

 

  • We would be pleased to provide prospectuses and other material upon request on any investment you may be interested in.
  • We offer insurance from over 40 major carriers.
  • As an independent financial services firm, we hold no allegiance to any one company or product.

Our recommendations are made in your best interest, to find solutions that help you achieve your goals & objectives.