Services
We offer Fee-Based Financial Management Services Including:
- Personally & professionally managed customized investment portfolios
- Wrap Accounts
- Employee Retirement Plans - 401k's, Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans
As Full-Service Money Managers, we have access to:
- NYSE listed stock
- NASDAQ stocks
- OTC stocks
- U.S. Government Bonds
- Corporate Bonds
- Municipal (Tax-Free) Bonds
- Open and Closed End Mutual Funds
- Tax-Advantaged Investments
- Insurance Products
PLANNING SERVICES we can help identify your specific goals and develop strategies to make your goals a reality including:
- Individual Financial Planning
- Retirement Income Planning
- College
- Wealth Accumulation
- Estate Planning
- Trusts: Testamentary, Irrevocable Living and Inter Vivos
- Generation Skipping
- Family Foundation
- Business Continuation Planning
- Key Man Buy
- Sell Agreements