Products and Services
We provide assistance in the following areas:
Investments
- Strategic Asset Management (SAM) (fee based)
- Municipal Bonds
- Corporate Bonds
- Common Stocks
- Certificates Of Deposit (CDs)
- Money Market Accounts
- Mutual Funds
- Indexed Mutual Funds
- Closed-End Mutual Funds
- Allocation Mutual Funds (Fund of Funds)
- Exchange Traded Funds (ETFs)
- Unit Investment Trusts (UITs)
- Government Securities
- Structured Investments
- Variable Annuities
- Fixed Annuities
- Indexed Annuities
Alternative Investments
- Real Estate Investment Trusts (REITs)
- Master Limited Partnerships (MLPs)
- Business Development Companies (BDCs)
Financial Planning
- Asset Protection Strategies
- Tax Planning Strategies
- College Planning
- Estate Planning
- Money Purchasing Plans
- Profit Sharing Plans
- Succession Planning
- 1035 Exchanges
- Facilitate the Establishment & Review of Wills, Trust, and Healthcare Directives
- Collaborate with CPAs, Attorneys, Trustees, Conservators, and Guardians
Retirement Planning
- 401 (K) Retirement Plans
- 403 (B) Retirement Plans
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Stretch IRAs
- Traditional IRA to Roth IRA Conversions
- Rollover IRAs
- Descendant IRAs
- Required Minimum Distributions (RMDs)
- Social Security Planning
- Defined Benefit Plans / Pension Plans
- Collaborate with Third Party Administrators (TPAs)
Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance (UL)
- Variable Life Insurance (VL)
- Indexed Universal Life Insurance (IUL)
- Life Insurance Retirement Plans (LIRPs)
- Disability Income Insurance (DI)
- Long-Term-Care Insurance (LTC)
- Section 79 Insurance Funding