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Products and Services

We provide assistance in the following areas:

Financial Planning

  • Personalized Initial Interview
  • Budget & Lifestyle Analysis 
  • Retirement Planning 
  • College Planning
  • Estate Planning & Wealth Transfer Strategies
  • Goal Setting & "What If" Scenarios
  • Investment Analysis - Asset Allocation Review
  • Implementaion of Custom Plan
  • Monitor and Update versus Initial Plan Benchmark



Account Platforms 

  • Equities
    • Common & Preferred Stock
  • Bonds
    • Treasury Bills/Notes
    • Government Securities
    • Corporate Bonds
    • Municipal Bonds 
  • Annuities
    • Immediate Annuities
    • Fixed Annuities
    • Variable Annuities
  • Insurance (Individual & Group Plans)
    • Health and Disability Insurance 
    • Life Insurance 
    • Long Term Care
  • Mutual Funds 
    • Open and Closed End
  • Non-Traded REIT's
  •  Retirement Plans & Fiduciary Services 
    • SIMPLE IRA
    • SEP IRA
    • Roth IRA
    • Traditional IRA
    • IRA Rollovers
    • Beneficiary IRA
    • 401(k) Plans & other Group Retirement Plans
  • Advisory Investment Platforms
  • General Brokerage Accounts
  • 529 Plans and Education IRAs