Our Services

Comprehensive Financial Planning Services

Investment Management

            Portfolio Analysis
            Asset Allocation Analysis
            Investment Strategies for Growth
            Investment Strategies for Income
 
Risk Management
 
            Life Insurance – Term, Universal and Variable Life
            Disability Income Insurance
            Long – Term Care Insurance
 
Tax Management
 
            Tax Efficient Investment Management
            Tax Reducing Strategies
            Gain/Loss Harvesting Strategies
 
Retirement Planning
 
            Pre-retirement Analysis
            Post-retirement Analysis
            Pension Maximization Strategies
            Annuitization Strategies
            Estate Planning Analysis
 
Estate Planning
 
            Estate Planning Analysis           
            Trust Fund Management
            Estate-Tax Funding Strategies 
            Unique Gifting Strategies

 

Education Planning

            Cost Analysis
            Funding Strategies (529 plans, Education IRA’s, UGMA accounts)
 
Employee Benefits
 
            401(k), 403(b), SIMPLE IRA, and SEP IRA Plan Management
            Unique Employer Tax Reduction Strategies
            Risk Management Strategies