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Our Products and Services

OUR SERVICES:

  • Goal Setting
  • Cash Flow Analysis
  • Investment Analysis & Asset Allocation
  • Education Planning
  • Estate Planning & Gifting Strategies
  • Tax Efficient Strategies & General Tax Planning
  • Retirement Planning - Accumulation and Distribution stages
  • Education planning
  • Risk Management & Insurance Planning
  • Business Planning

            - Retirement plans

            - Profit Sharing & Deferred Benefit Plans

            - Buy/Sell agreements

            - BusinessTransfer and Sale

           - Succession Planning

 

OUR PRODUCTS:

Investments:

  • Money Market Funds & CDs
  • Common and Preferred Stock
  • Treasury Bills, Notes and Bonds
  • Government Agency Securities
  • Municipal and Corporate Bonds
  • Managed Accounts
  • Mutual Funds
  • UITs, ETFs
  • Traditional & Roth IRAs
  • 401(k) Rollovers
  • SEP & SIMPLE IRAs
  • Educational Savings Plans
  • Variable & Fixed Annuities

Insurance:

  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance