Broker Check

Services Offered

Comprehensive Financial Planning Solutions:

  • Cash flow planning
  • Current financial statement
  • Technology aggregation of current accounts
  • Debt reduction planning
  • Group benefits overview
  • Review current investment allocations among all assets
  • Review current insurance plan
  • Analyze savings strategies for retirement projection
  • Charitable giving
  • Education planning
  • Estate planning
  • Business owner interests

Investment Management Solutions:

  • Institutional Money Managers
  • Individual Stocks, Bonds, and Options
  • Customized Advisory Platforms
  • Unit Investment Trusts
  • Mutual Funds
  • Variable Annuity Programs
  • Real Estate Investment Trusts
  • Business Development Company Trusts
  • Managed Futures Programs
  • Direct Financing – Limited Partnership
  • Alternative Investment Programs
  • Oil and Gas Limited Partnerships
  • Various other options available

Risk Management Products:

  • Individual and Group Life Insurance
  • Individual and Group Disability Insurance
  • Individual and Group Long-Term-Care Insurance
  • Individual and Group Cancer and Critical Illness Insurance
  • Individual and Group Health Insurance
  • Auto Insurance
  • Homeowner’s Insurance
  • Commercial Liability Insurance
  • Worker’s Compensation Insurance
  • plus many other types of insurance products ...

Account Options:

  • Individual and Joint Brokerage Accounts
  • IRA and Roth IRA Accounts
  • Various College Savings Plans
  • Trust and Charitable Accounts
  • Qualified Retirement Accounts for business owners
  • Various other options available