Products and Services

We can help you execute a sound financial program using the following products and services:

Asset* & Investment Management 

  • Analyze, Develop & Monitor client investment portfolios
    • Common Stocks, Mutual Funds, ETFs, Bonds, Government Securities, T-Bills
    • REITs
    • Alternative Investments
    • Variable Annuities 

Financial*/Retirement Planning

  • Customize realistic Pre- and Post- retirement planning
  • 401(k) , 403(b), 457, Defined Contribution and Defined Benefit Planning
  • Traditional vs. Roth IRAs
  • Estate Plans
  • 529 Education Plans
  • Comprehensive coordination of assets and income to work toward a sound retirement

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health & Dental Insurance- Individual & Group

Estate Conservation Planning

  • Estate tax management
  • Trusts: Revocable vs. Irrevocable
  • Business succession

Sophisticated Advance Planning 

  • Charitable Gift Funds
  • Deferred Compensation/ Executive Compensation

*Financial Planning and Asset Management services are offered through LPL Financial, a Registered Investment Advisor.