Broker Check

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