Services & Products
At our firm, we provide assistance in the following areas:
Financial Planning
- Personal Financial Planning
- Net Worth & Cash Flow Analysis
- Educational Planning
- Estate Planning
- Executive/Employee Fringe Benefit Analysis & Planning
- Investment Asset Management
- Investment Portfolio Analysis & Optimization
- Investment Portfolio Performance Reporting
- Retirement Planning
- Risk Management
- Tax Planning
Investments
(through Cambridge Investment Research, Inc.)
- Cash Management - Savings, Money Markets
- Bonds - Treasury, Govt, Muni, Corporate, UIT
- Stocks - Common, Preferred
- Mutual Funds - Open-End, Closed-End, EFT
- College Saving Plans - 529 Plans, Educ IRA's, UTMA
- Real Estate Investment Trusts
- Real Estate Tax Credit Funds
- IRA's - Traditional, Roth, SEP, Simple
- Qualified Retire Plans - Pensions, 401K, 403B
- Variable Annuities
Insurance
- Disability Income - Income Replacement, Overhead, Buy Out
- Health Insurance - Major Medical, Dental
- Life Insurance - Term, Variable, Universal
- Long Term Care