Our Services
Unlike an in-house advisor who is limited to the menu of proprietary products approved by their employer, as a privately owned financial services company registered with an independent broker dealer and registered investment advisor, we are able to help our clients make informed investment decisions from the firm's extensive and diverse menu of carefully vetted investment and insurance solutions.
Our goal is to design and implement a strategy specifically designed for each individual client's suitability and needs.
Menu of products and services include:
- Portfolio Consultation and Construction
- Fiduciary Advisory Services
- Financial and Retirement Planning
- Estate Transition Services
- Group and Individual Retirement Plans
- 401(k)
- 403(b)
- IRAs (Traditional, Roth, Inherited, Simple, SEP etc.)
- Common and Preferred Stocks
- Fixed Income (CDs, Corporate Bonds, Treasury Bills, Hybrid Preferred Stocks, Mortgage-Backed Securities, Agency and Government Sponsored Entities Bonds)
- Mutual Funds and Exchange-Traded Funds (ETFs)
- Interval Funds
- Variable and Fixed Annuities
- College Savings 529 Plans
- Real Estate Investment Trusts (REITs)
- Business Development Companies
- Reg D Investments (for accredited investors only)
- Health, Life, and Disability Insurance
- Long-Term-Care Insurance
