Our Services


Finding the right financial product can be a time consuming and confusing exercise.  As an independent financial advisor we have access to a broad range of financial products and services, and we have the experience and knowledge to select the appropriate products and services for our clients.

When making insurance product recommendations, and when rendering investment and tax advice, we follow a fiduciary ethos that requires us to make every effort to eliminate conflicts of interests and to deliver unbiased advice to every client.

A Broad Array of Products & Services

As you get to know our products and services, you’ll understand that we offer a wide range of financial tools: basic and sophisticated investments and investing techniques, portfolio reviews, high net worth programs, ERISA services, insurance, consulting and market and economic analysis. We want to offer everything needed to support our client’s financial plans and goals.

 

Financial Advisory Services

  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Business Succession
  • Special Needs Planning
  • Employee Benefits Consulting
  • Executive Compensation Plans

Investment Management

  • Broad Access to the Capital Markets
  • Stocks
  • Bonds
  • Certificates of Deposit
  • Mutual Funds
  • Exchange Traded Funds
  • Closed End Funds
  • Accredited Investor Investments
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • Structured Investments

Individual and Group Insurance

  • Life and Health
  • Medicare
  • Major Medical - On and Off the Insurance Exchange
  • Disability Income
  • Long Term Care
  • Dental and Vision
  • Annuities
  • Term Life
  • Permanent Life
  • Property and Casualty 

 Tax Services

  • For Individuals and Small to Medium Size Businesses
  • Preparation and Filing
  • Tax Planning and Advice

Pension Plans

  • ERISA Fiduciary Services and Consulting
  • 401k Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Money Purchase Plans 

Technology

We have installed various types of financial planning and reporting software to serve our clients in the most effective and efficient manner. We’re committed to providing the latest technology that will give you the information you need when you need it. It’s all at your fingertips.