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Products & Services

We provide assistance in the following areas:

Types of Accounts

  • Education IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 529 Plan
  • UTMA/UGMA
  • TOD
  • Trust
  • 401k/403B
  • Profit Sharing
  • Inherited IRAs
  • Advisor-Managed, Fee Based
  • Brokerage
  • Thrift Savings Plan

Investment Management

  • Bonds
  • Unit Investment Trust
  • Common Stock
  • Government Securities
  • Fixed and Variable Annuities
  • Mutual Funds
  • Exchange Traded Funds
  • Alternative Investments
    • REIT (Real Estate Investment Trust)
    • BDC (Business Development Corporations)
    • Partnerships

Financial Planning

  • Retirement Income Projections
  • Tax Projections
  • Survivor Scenarios
  • Long Term Care Analysis
  • College Savings Plans
  • Estate and Wealth Transfer Plans
  • Disability Income Analysis
  • Pension Backup
  • Debt Pay Down
  • Cash Flow Budgeting
  • Small Business Planning

Insurance and Risk Management

  • Disability Income Insurance
  • Life Insurance: Term, Whole Life, Universal Life and Variable Life
  • Long Term Care Insurance