Our Services

WEALTH MANAGEMENT SERVICES

• Investment Portfolio Management & Construction
• Implementation and Monitoring of financial, business & estate plans
• Management. Oversight & Consulting for other assets
• Coordination of plans with family and professionals
• Special Wealth Management services for Women
• Special Wealth Management services for Seniors

401K & RETIREMENT PLANS

• Consulting and proposals based upon a financial analysis
• Implementation of retirement plans
• On-going Management & Supervision of retirement plans
• Financial Advisory Services for employees with-in a plan

FINANCIAL PLANNING SERVICES

• Retirement Planning
• Investment Planning & strategies
• Risk (Insurance) Planning
• Estate Trusts & Gift Planning
• Federal & State Income Tax Planning
• Cash Flow Budgeting & Management
• Asset Protection Planning
• Charitable Gift Giving Planning
• Business Consulting & Succession Planning

INSURANCE & ANNUITIES

• Life Insurance
• Long Term Care
• Disability Insurance
• Annuities