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Our Services

 

To reach your financial goals, we offer a variety of products that can help us create an investment plan unique for your particular situation. In doing so, we consider your age, risk tolerance, time horizon and your overall objectives. 

We take pride in our independence. We will work with you either on a fee or commission basis; the approach will depend on which one you are most comfortable with. 

Below are many of the services and financial products that we offer:

Fee Based Asset Management Services 

  • Preferred Asset Management 
  • Private Money Management 
  • Timing Services 

Personal Investment Plans

  • Mutual Funds 
  • ETFs
  • Stocks 
  • Bonds (taxable and tax free) 

Retirement Plans

  • Individual Retirement accounts (IRAS) 
  • Simplified Employee Pensions 
  • Simple IRAs 
  • 401 (k) plans 
  • 403 (b) plans 
  • Profit sharing and Money Purchase 

Our Insurance products include options such as:

  • Annuities (Fixed and Variable) 
  • Life (Term and Cash Value) 
  • Long Term Care 

Basic Financial Planning*

  • Retirement Analysis and Planning 
  • General Financial Planning Advice 

Employee Financial Education 

  • Retirement Planning 
  • Financial Planning 
  • Customized Topics 

 

Please feel free to email us and we will be happy to send you our free information on any of the above services or products. 

* Securities and investment advisory services are offered through Cetera Advisor Networks LLC