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Financial Services and Products

Client Centered


We work closely with business owners and their executives on a wide-range of financial services and products including corporate cash management, employee benefits and education in addition to any of the follow services:

Financial Planning

  • Detailed financial plans tailored for each client
  • Retirement planning & income strategies
  • Business owner succession planning
  • Investment and wealth preservation strategies
  • 401 (k) Plans and 403 (b) Plan Consulting and Advice
  • College Savings Plans/ 529 Savings Plans
  • Estate Planning Strategies
  • Life and Long Term Care Insurance and Planning

Investment Services

  • Portfolio Asset Allocation Strategies
  • Investment Selection, Management and Monitoring
  • Advisory Accounts Managed by Our Select list of Pre-screened Portfolio Managers
  • REITs (Real Estate Investment Trusts)
  • Institutional No-load Fund Options and Index Fund Strategies
  • Common stock and Bonds
  • Managed Futures
  • Long/short Strategies
  • Commodities
  • Options Trading for Pre-approved Clients

Retirement Planning

  • Rollovers from SEP, SIMPLE, 401(k), 401(b) Plans to IRAs
  • 401(k) Plans for Businesses—both ROTH 401(k) and Traditional
  • SIMPLE and SEP IRAs
  • Traditional IRA
  • Roth IRA
  • Employee Education—Getting Your Employees Retirement Ready

Insurance Services

  • Life Insurance
  • Long Term Care Insurance –traditional and hybrid plans
  • Income Strategies and Annuities
  • Disability Income Insurance

Tax Planning

To help streamline your financial services, we can complete your annual tax filings. We can partner with your tax advisor to ensure your financial plan is fully implemented and tax efficient. If you are looking for a tax advisor we can provide you with several advisors to consider.

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