Services

"For every person and situation there is a correct and proper tool. Investing is not a one size fits all proposition"

 

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.



  • Investment Management and Execution
  • Bonds: Corporate and Municipal
  • Alternative Investments*: Non-traded REITs and Corporate Capital Trusts
  • Retirement Income Strategies
  • Long Term Care Planning
  • Life Insurance and Income Protection
  • Buy/Sell Planning
  • Company Retirement Plans
  • Fee Based or Commission



As time progresses, changes may occur in your life, priorities, and goals.  We will help you through the decision making process as the need arises to appropriately address those changes, and propose new recommendations as required.  Where appropriate, we will include financial illustrations and financial projections to enhance your understanding of the potential outcome of your alternatives. 



*Alternative investments, including hedge funds, commodities, and managed futures involve a high degree of risk, often engage in leveraging and other speculative investments practices that may increase risk of investment loss.  Alternative investments can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds.  They often charge higher fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.