Broker Check

Products & Services

Services Provided

Investments

  • Portfolio Management and Design
  • Third Party Money Managers
  • Fee Based Management
  • Stocks/Bonds
  • Mutual Funds
  • Unit Investment
  • Trusts
  • Principal Protected Notes
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments

Insurance

  • Variable Annuities
  • Personal Lines
  • Business Coverage
  • Life
  • Health
  • Disability
  • Long Term Care
  • Indexed/Fixed Annuities

Advanced Planning

  • Business Planning
  • Buy/Sell Agreements
  • Cross Purchase Plans
  • Trust Services

Retirement Planning

  • Income Distribution Planning
  • IRA/Roth IRA's
  • SEP/Simple IRA
  • 403B/401K Management
  • Pension Maximization
  • Buy Out/Separation Analysis

Education Planning

  • 529 Plans
  • UTMA/UGMA

Tax Planning

  • Tax Strategies
  • Tax Deferred Investments
  • Tax Managed Portfolios

Investment Banking

  • Equity Research & Analysis
  • Mergers & Acquisitions
  • Portfolio Reviews
  • Institutional Investment Management
  • Business Valuations
  • Yield Oriented Products