Our Services

 

 

Individual & Family Services

 

Portfolio Management

§ Actively Managed Asset Allocation Strategies

§ Comprehensive Financial Modeling

§ Retirement Planning

 

Investments & Retirement Accounts

§ 401(k), 403(b), IRA and other Qualified Accounts

§ Mutual Funds & Exchange Traded Funds

§ Equities

§ Fixed Income

§ Managed Accounts

§ Tax Managed Funds

§ Investment Research

§ Banking Services

§ Certificates of Deposit

 

Insurance

§ Life Insurance

§ Disability Insurance

§ Long-term Care

§ Health Insurance

 

Estate Planning

§ Survivorship Life

§ Charitable Trusts

§ Irrevocable Trusts

§ Gifts and Transfers

§ Asset Ownership Issues

 

Business Services

 

Portfolio Management

§ Corporate Assets Management

§ Controlled Liquidation of Concentrated Stock

 

Investments & Retirement Plans

§ 401(k), 403(b), IRA and other Qualified Accounts

§ Profit Sharing Plans

§ S.E.R.P and Deferred Compensation

§ Employee Annuities & Fund Management

§ Split Dollar Pension Plans

§ Investment Research

 

Group Insurance / Benefits

§ Medical/Dental/Vision Care/Sec. 125 Plans

§ Disability Insurance

§ Long-term Care

§ Key Person Insurance & Investment Plans

 

Employee Seminars

§ Investment

§ Retirement

§ College Tuition Savings Plans

§ Budgeting & Debt Tax Reduction