Our Services

We specialize in portfolio management for individuals, families and businesses, retirement plan design and implementation, business and personal succession strategy, insurance planning, and charitable giving.

A partial list of accounts and investment products we offer:

Individual Retirement Accounts

  • Rollover
  • Traditional
  • Roth
  • SEP
  • SIMPLE

Individual Investment Accounts

  • Joint
  • Single
  • Trusts
  • Corporate
  • UTMA/Custodial
  • Donor Advised Funds

Corporate Retirement Plans

  • 401k
  • Profit Sharing
  • Pension
  • Deferred Compensation

Publically Traded Investments

  • Stocks
  • Municipal, Government and Corporate Bonds
  • CD’s
  • Exchange Traded Funds
  • Mutual Funds

Non-publically Traded Investments

  • REITS’s
  • BDC’s

Annuities

  • Variable
  • Fixed
  • Immediate

Insurance

  • Life
  • Disability
  • Long Term Care
  • Funeral Trusts

For more information about our firm and the services we offer, send us a quick message below. We would welcome the opportunity to speak with you.

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