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