Broker Check

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

Education Planning

  • 529 Plans
  • UTMA/UGMA

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