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Services

We endeavor to know and understand your financial situation and provide you with high-quality information, services, and products designed to help you reach your goals.   After diagnosing a client’s current financial and personal situations, we develop a customized financial strategy to address their needs using diversification and risk management techniques designed to protect their assets.  We offer an annual checkup of their portfolio, reviewing a client’s asset modeling, investment-related tax strategies, estate issues and performance. As life situations change, we will make recommendations to help ensure that our clients are still on track to reach their goals.

Through leading-edge technology and access to unbiased research, my team and I will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals through our Professional Specialties:

ASSET MODELING

Managed Accounts
Mutual Funds
Equities
Managed-Futures Products
Fixed Income
Fixed & Variable Annuities

RETIREMENT PLANNING

Pension Plans
Profit Sharing
401(k) Plans (Group, Owner Only and SIMPLE)
IRAs: SEP, Roth,
Traditional and Education

PERSONAL PROTECTION

Life Insurance
Disability Income Insurance
Long Term Care Insurance

ESTATE AND TAX STRATEGIES

Estate Tax-Reduction Techniques
Trust Funding Strategies
Tax Deferral Strategies

COLLEGE PLANNING

529 College Plans

REAL ESTATE

REIT’s
1031 Tax Deferred Exchanges