We offer a full range of financial services:

Comprehensive Asset Management
Investment & Planning Vehicles
Business Planning and Management

Comprehensive Asset Management

• Investment portfolio analysis and management
• Matching of investments with individual goals and needs
• Asset allocation: strategic, dynamic, and tactical
• Risk and performance evaluation
• Tax-managed investment management
• Ongoing portfolio review
• Separate account management
• College planning and analysis
• Retirement planning and analysis
• Determination of early or normal retirement potential
• Review of existing retirement assets: IRAs, Roth IRAs, 401(k)s, annuities
• IRA and company sponsored plan rollovers
• Minimum required distributions planning and analysis
• Income tax management
• Retirement investment management and income management
• Mortgage financing

Investment & Planning Vehicles

• Stocks, bonds, CDs
• Mutual funds
• Brokerage accounts
• Annuities
• Life insurance
• Long term care
• REITs
• Money markets
• Separately managed accounts
• Mortgage products
• Multi-generational estate planning and management
• Estate tax analysis
• Review and evaluation of wills, trusts, life insurance
• Provide for the proper distribution of wealth to heirs
• Charitable giving techniques
• Evaluate long term care planning strategies
• Placement of long term care insurance to protect assets
• Placement of life insurance to fund estate tax liability
• Coordination and referrals with other needed professionals

Business Planning and Management

• 401(k) and profit sharing analysis, set-up, and management
• Employer sponsored investment plans: IRAs, 529 plans, long term care, mutual funds
• Employee benefit planning: health, life, long term care, disability
• Employee educational seminar
• Buyout and succession planning

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