Suite of Service Offerings
Comprehensive Financial Planning & Consulting
• Analysis of Needs & Goals
• Retirement Forecasting & Planning
• Estate Planning
• College Education Funding & Planning
• Portfolio & Wealth Management
• Advisory Services
• 401(K)/403(B)/457 Plan Education
• Asset Allocation Models
• Budgeting & Cash Flow Analysis
• Risk Management Strategies
• Business Succession & Continuation
• Charitable & Philanthropic Giving
• Investment Management for professionals & small business owners
Investments
• Brokerage & Advisory Accounts
• Fee-based Active Wealth Managed Accounts
• Customized Portfolios
• IRAs (Traditional, Roth, Rollover, SEP, SIMPLE)
• 529 College Savings Plans
• Common Stock
• Preferred Stock
• Bonds
• Index Funds
• Mutual Funds
• Exchange Traded Funds (ETFs)
• Alternatives
• REITs
• Government Securities
• 401Ks
• Socially Responsible Investments (SRI)
Insurance Solutions
• Term Life
• Whole Life
• Universal Life
• Index Life
• Variable Life
• Fixed Annuities
• Variable Annuities
• Index Annuities
