Services & Investments

Our advice is designed for you personally. Your goals. Your dreams. Your needs. We assist our clients in many areas of their financial lives to provide professional advice and direction.

FINANCIAL PLANNING

• Retirement Planning
• Retirement Income Planning - Helping Retirees Spend Their Money
• Investment Strategies
• Business Owner Planning
• Estate Planning
• Income Tax Planning
• College Planning
• Insurance/ Protection Planning

Our Investment Strategies utilize asset allocation and comprehensive risk analysis based on your needs. The following is a sample of the investment tools we use in implementing your investment strategies:

INVESTMENTS & ACCOUNTS

• Mutual Funds
• Exchange Traded Funds (ETF)
• Common Stock
• Bonds
• Unit Investment Trusts (UIT)
• Alternative Investments
• Fixed Annuities
• Fixed Indexed Annuities
• Variable Annuities
• 529 Education Plans

After reviewing your risk management needs we can help you implement our advice and find the right insurance for your situation through our strategic partnerships with AdvisorNet Insurance and Newman Long Term Care. We work with the following lines of insurance:

INSURANCE

• Life Insurance- Term and Permanent
• Long Term Care Insurance
• Disability Income Insurance