Investment Management:

  • Assets Managed on a Fee Only basis

  • Assets custodied at TD Ameritrade

  • Asset Allocation

  • Sector Rotation

  • ETF’s (Exchange Traded Funds)

  • Individual Bonds & CD’s

  • Quarterly Portfolio Performance Reporting

Financial Planning:

  • Comprehensive Strategies

  • Retirement Planning

  • Family & Asset Protection

  • Income Distribution Strategies

  • Long Term Care Planning

  • Education Funding

Insurance Products for:

  • Protecting your family

  • Creating a legacy

  • Final expenses

  • Long Term Care protection

  • Health and Medicare Supplemental Coverages

Retirement Planning

Education Funding

Estate Planning

  • Asset Protection Strategies

  • Special Needs Planning

  • Legacy Planning

  • Charitable Gifting

SMALL BUSINESS PRODUCTS

  • Retirement Plans – 401k, Profit Sharing, Simple-IRA, SEP-IRA

  • Group Life, Disability Income and Long Term Care Insurance Plans

  • Group Health & Dental Plans

  • Voluntary Employee Benefits

PROFESSIONAL RESOURCES

  • Accountants

  • Lawyers

  • Payroll Services

  • Health Insurance Specialists

  • Pension Plan Administrators

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