Our Services
Investments
- Portfolio Management and Design
- Third Party Money Managers
- Fee Based Management
- Stocks/Bonds
- Mutual Funds
- Unit Investment Trusts
- Real Estate Investment Trusts (REITs)
- Alternative Investments
Insurance
- Variable Annuities
- Life
- Health
- Disability
- Long Term Care
- Indexed/Fixed Annuities
Advanced Planning
- Business Planning
- Buy/Sell Agreements
- Cross Purchase Plans
- Trust Services
Retirement Planning
- Retirement Readiness Planning
- Income Distribution Planning
- IRA/Roth IRA’s
- SEP/Simple IRA
- 403B/401K Management
- Pension Maximization
- Buy Out/Separation Analysis
Tax Planning
- Tax Strategies
- Tax Deferred Investments
- Tax Managed Portfolios
- Tax Preparation
- Audit Representation
ERISA Retirement Plans
- Plan design & Administration
- Education
- Plan Benchmarking
- CEFEX Plan Assessments & Analysis
