There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Retirement planning
  • Estate Planning
  • Education Planning
  • Social Security Planning
  • Health Care Planning
  • Equity Investments: Mutual Funds, ETFs, individual stocks, Closed-End Funds
  • Fixed Income Investments: Mutual Funds, ETFs, Interval Funds, Closed-End Funds
  • Certificates of Deposit
  • Employee Pension Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness planning
  • Alternative Investments for Accredited Investors