FINANCIAL PLANNING:

- Fee Based Financial Planning
- Personal Financial Planning
- Business Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning

SERVICES OFFERED:

- Stock & Mutual Fund review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Distribution Techniques
- Retirement Distribution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning

INVESTMENTS:

- Traded REITs
- Non-Traded REITs
- Stocks
( NYSE, AMEX, NASDAQ )
- Bonds
- Mutual Funds
- Hedge Funds
- Government Securities
- Municipal Securities
- Preferred Shares
- Exchange Traded Funds
- Closed End Funds
- CD’s
- Unit Investment Trusts
- 1031 Tax Deferred Exchanges

INSURANCE:

- Fixed Annuities
- Indexed Annuities
- Variable Annuities
- Whole Life
- Universal Life
- Variable Universal Life
- Term Insurance
- Long Term Care
- Disability Income
- Life Settlements

ACCOUNTS:

- 401(k) Plans
- 403B's
- Profit Sharing Plans
- Traditional IRA,
- Sep IRA
- Roth IRA
- Simple IRA
- Money Purchase Plans
- Brokerage
- Access
- Portfolio