Our Services

Individuals and Families:
 

  • Comprehensive Financial Planning
  • Retirement Planning
  • College Planning
  • Mutual Funds
  • Monthly statements which show the cost basis of securities, including mutual fund cost basis
  • Investments (managed accounts for $100,000 and above)
  • Institutional money managers for accounts above $1,000,000.  Money Managers include: J&W Seligman & Co., Sage Advisory Service, LLC, Credit Suisse Asset Management, Duff and Phelps Investment Management, Nicholas Applegate Capital Management and many others.
  • Traditional Investments with no minimum investment
  • IRA's (Traditional and ROTH)
  • Retirement Rollovers
  • Insurance - Life, Disability and Long-Term Care
  • CD's
  • Senior-Floating rate funds (NOT FDIC insured)
  • Real Estate Investments

For Business:

Retirement Plans:

  • 401(k)
  • Profit Sharing
  • Simple IRA's
  • Money Purchase Plans
  • Insurance - Life, Disability and Long-Term Care