We offer the following comprehensive, fee-based products and services for individuals and businesses. All recommendations are based on written, goal-based financial plans.
- Specialized Fee-Based Financial Planning Services: Insurance Needs Analysis, Retirement Income Planning, Tax Planning, Education Funding, Cash Flow/Budget Analysis, Cash Flow/Mortgage Analysis, Personal Estate Planning* including Analysis of Strategies for Estate Tax Minimization, Investment Needs Analysis, Managed Asset Planning, and Business Planning (including Business Continuation and Succession Planning), and Qualified and Non-Qualified Employee Benefits
- Investment Advisory Services
- Fee-Based Asset Management
- Private Account Management
- Broad Range of Investment Options: Money Market Funds, Corporate Cash Accounts, Government Securities Funds, Corporate Bond Funds, Balanced Funds, International Funds, Growth/Equity Funds, Sector/Specialized Funds, Tax-Exempt Funds, Unit Investment Trusts
- Stock and Bond Brokerage Services: Our associates who are Series 7 registered make available: Listed Securities, Over-the-Counter Issues, Corporate Bonds, Government Bonds and Treasury Bills, Municipal Bonds, and Certificates of Deposit