Our Services
For Individuals:
- Financial Planning - Retirement / College / Estate
- Professional Portfolio Asset Management
- Cash Management / Account Consolidation
- Portfolio and Asset Allocation Programs
- Tax Sensitive Investments
- IRA Account Review & Analysis
- Portfolio Risk Analysis
- Fixed and Variable Annuities
- third party management of 401K investment
- LTC insurance
- Life Insurance
For Businesses & Institutions:
- 401(k) & 403 (b) Programs
- SEP / Simple Retirement Programs
- Retirement Plan Analysis & Monitoring
- Key Employee Programs
Investments:
- Bonds: Municipal, Corporate, Agency & Government
- Mutual Funds: Load & No-Load
- Stock
- Stock options
- Unit Trusts
- Bank Certificates of Deposit
- Managed Accounts
- Annuities: Guaranteed Fixed Rate & Variable*
Insurance:
- Long Term Care
- Universal / Whole Life
- Disability
* Guarantees are based on the claims-paying ability of the issuing insurance company
Variable annuities are subject to market risk, including possible loss of principal