Broker Check

Our Services

Individuals & Families

Investment Management

• Customized portfolio and asset management
• Tax-efficient investment strategies
• Independent money managers
• Alternative investments
• In-depth quarterly performance analysis and periodic holistic financial reviews

Financial Planning

• Education Planning
• Business Planning
• Estate / Tax Planning
• Education Planning
• Retirement Planning

Risk Management & Insurance Services

• Life insurance: whole life, universal life, variable life, term and second-to-die policies
• Disability income insurance
• Long-term care

Estate and Tax Planning

• Wills
• Trusts
• TOP / POD Designations
• Tax Deferred / Tax Favored Financial Planning

Education Planning

• 529 Accounts
• Life Insurance
• Student Loans
• Education Trusts

Business Services

Estate and Business Planning

• Customized asset allocations and asset management

• Tax-efficient investment strategies

• Independent money management

• Alternative investments

• Deferred Compensation plans

• Business succession strategies

Retirement Planning

• Analysis of 401(k) options and defined benefit plans

• Non-qualified deferred compensation

• IRAs, Roth IRAs, conversions and rollovers

• Insurance planning, including long-term care assessment

Employee Benefits

• Employer Sponsored Retirement Plans: 401K, profit sharing and defined benefits plans.

• Group health insurance along with ancillary employee benefits

• Executive Benefit Programs & Non-qualified retirement planning

• Group Long Term Care Insurance

• Group Disability Income Insurance

Risk Management 

• Life insurance: whole life, universal life, variable life, term and second-to-die policies

• Group health insurance and benefits

• Disability income insurance for both individuals and groups

• Long-term care

• Non-qualified retirement planning

• Business succession strategies

• Enhanced executive compensation

Employee Education Programs

• Employer Sponsored Retirement Plans: 401K, profit sharing and defined benefits plans.
• Group health insurance along with ancillary employee benefits
• Executive Benefit Programs & Non-qualified retirement planning
• Group Long Term Care Insurance
• Group Disability Income Insurance

Corporate Education

• Employee Education Programs
• Stocks & Bonds
• Mutual Funds
• Annuities

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstance.