Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program-

 

  • Retirement planning - Including an income needs analysis and strategy review
  • Investment allocation review based on individualized needs and goals
  • Life Insurance and Long Term Care needs analysis and review of current policies to look at what coverage is needed and the most effiicient forms
  • Estate Planning including preparation and settling of existing estates
  • Debt Management—Including review of current situation looking at mortgages and efficiency of current liabilities

Personal CFO Services—we work with our clients to help guide them through all of life’s financial decisions—Home Purchase or Refinance options - car purchase/auto loan options—vacation expenses—children and grandchildren’s college expenses—

We are the Concierge for your Financial decisiOns

INVESTMENT PRODUCTS & SERVICES

Individual Accounts          

  • Professionally Managed Investment accounts through Sigma Planning Corporation and Fidelity Institutional Wealth Services
  • Mutual Funds and Managed Mutual fund programs -
  • Individual Stocks and Bonds
  • Life Insurance, Annuities, and Long Term Care Insurance offered through most insurance carriers

Alternative Investment Vehicles

  • Non-Traded Real Estate Investment trust programs
  • Oil and Gas Development Partnerships and Royalty Programs
  • 1031 Real Estate Exchanges
  • Managed Future Offerings
  • Private Equity offerings

Retirement Accounts

  • TERI, 401(k) and 403(b) rollover accounts
  • IRA and SEP IRA accounts

Business Services

Retirement account review and set up utilizing the following products and services:

  • 401(k), Profit Sharing, SEP, SIMPLE, IRA
  • Business Lending services
  • Business Succession review and plan set up
  • Employee life and Disability Insurance 

Banking Services Through Everbank

  • Certificates of Deposit and Money Market accounts
  • Business Checking and Money Market accounts
  • Home Mortgages and Home Equity Lines
  • Personal Savings and Checking accounts