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