Our Services

FINANCIAL PLANNING SERVICES:

• Education Planning
• Estate Planning
• Retirement Planning
• Investment Seminars
• SAM (Strategic Asset Management)
  -Fee Based Advisory Platform
• Separate Managed Accounts
• Wealth Assessment Review

TYPES OF ACCOUNTS:

• Personal
• IRA Rollovers
• IRA (Traditional - Roth - SEP - Simple - Educational)
• College Advantage Plans - 529's
• UTMA/UGMA
• Trust Accounts
• Transfer on Death
• 403(b)
• 401(k) - Company Plan or Individual Plan
• Profit Sharing Plans
• Money Purchase Pension Plans

TYPES OF INVESTMENTS:

ALTERNATIVE INVESTMENTS

• Closed End Funds
• Exchange traded funds
• Options
• REITs
• UIT

ANNUITIES

• Equity Index
• Fixed
• Variable

EQUITIES

• Common Stock
• Preferred Stock
  

• Corporate
• Federal
• Municipal

• Asset Allocation
• Bond
• Balanced
• Blend
• Money Markets
• Sector (i.e. energy, technology, precious metals, etc.)
• Stock
• Tax Efficient Funds