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