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Service Domain

Here are the areas in which we provide our financial planning services:

  • Estate Planning
  • Retirement Planning
  • Social Security Analysis
  • College Savings Planning
  • Financial Aid Analysis
  • Corporate Retirement Plan Design
  • Investment Planning
  • Asset Management
  • Real Estate Analysis
  • Balance Sheet Analysis
  • Cash Flow Analysis

Product Offerings

Here are the products and services that we offer. The combination of the products is offered ONLY after a comprehensive analysis of your financial situation is conducted:

  • Fee-based Multi-Asset Allocations
  • Tactical Management Programs
  • Mutual Fund & ETFs
  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • 1031 DST Programs
  • Alternative Investments
  • Oil & Gas Partnerships
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuities (Fixed, Fixed-Indexed, Variable)
  • 401(k) Profit Sharing Plans
  • Defined Benefit Plans
  • IRAs (Traditional, Roth, SEP, SIMPLE)
  • 529 College Savings Plans