Broker Check
 

Our Services

Wealth Management Tools
  • Multi-disciplined/Tactically Managed Accounts
  • Privately Managed Accounts
  • Stocks
  • ETF’s (Exchange-Traded Funds)
  • Bonds: Treasuries, Agencies, Corporate, and Municipal
  • Real Estate Investment Trusts
  • Mutual Funds
  • Certificates of Deposit
  • Annuities: Variable, Fixed, and Immediate
  • Life Insurance: Variable, Universal, and Term
  • Long-Term Care Insurance
  • Disability Insurance: Long Term and Short Term
  • Section 529 College Funding Plans
  • Individual Retirement Accounts (IRAs)
  • Qualified Retirement Plans: 401(k), 403(b), Pension and Profit-Sharing
  • Non-Qualified Retirement Plans
  • Deferred Compensation Plans
  • Fund of Hedge Funds
  • Alternative Investments
  • Concentrated Equity Strategies
  • Account Aggregation

 
Wealth Management Services

  • Goal Setting and Systematic Client Reviews
  • Effective Tax Planning
  • Investment Analysis and Planning
  • Insurance Analysis and Planning
  • Retirement Planning
  • Estate Planning and Trust Analysis
  • Educational Planning
  • Independent investment guidance and research
  • Will Analysis and Planning
  • Tax Minimization: Analysis and Planning
  • Tax and Probate Reduction Strategies
  • Charitable Planning and Giving
  • Trust Analysis and Planning – Irrevocable Life Insurance Trusts (ILIT), Special Needs Trusts (SNT), Charitable Remainder Unitrusts and Annuity Trusts (CRUT/CRAT), Credit Shelter Trusts, and Living Trusts