Products & Services
Financial Planning
We do fee-based financial planning ranging from holistic financial planning that encompasses all aspects of our clients' financial lives to running individual scenarios like college funding or investment/property purchases.
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Cash Flow and Debt Management
Investment Planning
Retirement Planning
College Planning
Protection Planning
Estate Planning
Tax Planning
Invesment Management
We offer a wide range of Wealth Management options, from low-cost exchange traded fund (ETF) platform to institutional grade investment management accounts that offer the flexibility of owning individual securities in your portfolio.
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Professionally Managed Accounts
Exchange Traded Funds (ETFs)
Mutual Funds
Stocks and Bonds
Traditional & Roth IRAs
401(k), Simple IRA, SEP IRA plans for small businesses
Alternative Investment Strategies
Private Placements
Annuities
Consulting Services / Insurance Brokerage
We provide fee-based consulting services, ranging from insurance and real estate consulting to the development of custom fiduciary solutions for a wide range of company retirement plans. We also broker insurance products through a wide range of companies with a goal of finding the best product for each client.
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Qualified Plan Analysis and Design (existing 401k, SEP, Simple and profit sharing plans)
Insurance brokerage services for the individual (life insurance, disability income insurance)
Complex Insurance Consulting
Real Estate
Business or Private Asset Acquisition