Products & Services
We provide assistance in the following areas:
Financial & Investment Planning
- Development of Goals and Objectives
- Risk Tolerance Assessment
- Risk Management
- Detailed Retirement Analysis
- Estimated Expenditures at Retirement
- Estimated Retirement Income
- Education Funding Analysis
- Investment Strategy and Recommendations
- Tax Impact Analysis
Estate Planning
- Review Current Estate Plan
- (Wills, POA's, Revocable & Irrevocable Trusts)
- Estate Distribution Summary
- Succession Planning
Retirement Planning
- Qualified Retirement Plans
- Defined Benefit Plans
- Defined Contribution Plans
- IRAs
- 401K Profit Sharing Plans
- Non-Qualified Retirement Plans
- Investment Analysis
- Cash Management
Asset Management
- Portfolio Design and Rebalancing
- Portfolio Monitoring
- Performance Measurement
- Professional Money Managers
- Professional Management of Assets
- Data Aggregation
- Consolidated Reporting
Investments
- Stocks, Bonds, Index’s, ETF’s, Funds
- Real Estate
- 1031 Funds
- Private Equity
- Managed Futures
- Commodities
- Hedge Funds
- Oil and Gas Partnerships
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance