Our Services

We offer comprehensive financial services including:

• Retirement projections and planning
• College projections and planning
• Cash flow and budgeting advice
• Debt pay down advice

This advice comes in many forms depending on your situation, but some common solutions are:

• Retirement plans for Individuals
  • IRAs
  • Roth IRAs
  • Inherited IRAs
• Retirement plan design for businesses
  • Simple IRAs
  • SEP IRAs
  • Individual 401(k)s
  • 401(k) and Profit Sharing Plans
  • Cash Balance Plans
• Investment Advice and Management
  • Stocks, corporate bonds, municipal bonds, mutual funds, exchange traded funds (ETFs), Unit Investment Trusts (UITs), Certificates of Deposit (CDs), Money Market, Real Estate Investment Trusts (REITs), Managed Accounts, etc.
• Insurance Planning
  • Life insurance
  • Annuities
  • Long-term care insurance
• Tax Planning solutions
  • We work with your accountant to make sure that the actions we take today maximize your tax savings both today and for the long-term.
• Estate Planning
  • We work with your attorney to make sure you have a suitable Last Will & Testament in place and that your portfolio is in line with your legacy wishes.