Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Fee-Based Financial Management Services

Personally & professionally managed customized investment portfolios

Wrap Accounts

Employee Retirement Plans - 401k's, Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans

Money Management

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

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

scott.lask@wedbush.com845-774-2745