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Products & Services

We provide assistance in the following areas:

Fee Based Financial Plans

  • Budget Planning for Cash Inflows and Out Flows
  • Asset Allocation Modules and Design
  • Portfolio Designs and Risk Tolerance Analysis
  • Household and Business Insurance Reviews

Income Tax Strategies

  • Retirement Cash Flow Analysis
  • Social Security Review and Understanding
  • Business Structures and Planning
  • College Funding Strategies
  • Corporate Pension Plan Review and Design
  • 401(k) Investment Management of Employee's Accounts


  • Bond Portfolio Design and Management
  • College 529 Plans
  • 401(k) Rollover into IRA's
  • ROTH IRA set up and Conversions
  • Individual Brokerage Accounts
  • Mutual Fund Investments
  • Portfolio Fee Based Money Managed Accounts
  • Variable Annuity Contracts
  • Defined Corporate Pension Plans
  • Contribution 401(k) Plans


  • Group Benefit Packages
  • Term Life Insurance
  • Cash Value Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Medigap Insurance Policies