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