Products and Services

Comprehensive Wealth Management Services

  • Financial Planning
  • Retirement Planning
  • Estate and Trust Planning
  • Investment Planning
  • College Planning

Account Types

Corporate:

  • 401(k) Plans
  • Defined Benefits Plans
  • SIMPLE IRA’s
  • Corporate 529 Plans
  • Key Man Insurance
  • Group LTC

Individual:

  • Rollover IRA’s
  • Traditional/ROTH IRA’s
  • Beneficiary IRA’s
  • SEP IRA’s
  • SOLO K’s
  • Trust Accounts

 

  • Joint Tenant Accounts
  • Individual Accounts
  • 529 Accounts
  • Coverdell ESA’s
  • UGMA Accounts

Investment Management Services (through LPL Financial)

Customized Portfolios:

  • Mutual Funds
  • Stocks and Bonds
  • Separate Account Money Management
  • Alternative Investments (REIT’s, Managed Futures, Variable and Fixed Annuities, Structured Notes)

Family Protection

  • Life Insurance Analysis
  • Wealth Replacement
  • Disability Income
  • Long Term Care