Personal Services We Offer

Here is a list of some of the comprehensive services that we offer to our clients.

Investments

• Mutual Funds and Stocks
• Managed Accounts
• Corporate and Muni Bonds
• Tax managed investments
• Annuities- fixed, indexed, variable
• Real Estate Consulting

Insurances

• Long Term Care
• Long Term Disability
• Medical
• Life

Tax Planning

• Integrated tax planning and investment advice under one roof
• Review of your income tax return to highlight opportunities for tax savings
• Work with your CPA to develop tax efficient strategies
• FREE consultation with our affiliated CPA firms

Financial Planning Services

• Retirement planning
• Portfolio management and asset allocation
• Estate and disability planning
• Cash flow and savings analysis
• Insurance, risk analysis, and risk evaluation
• College funding for children (and grandchildren)
• Getting the most from executive compensation and stock options
• Caring for elderly, and intergenerational wealth transfer strategies
• Charitable giving
• Coordination with your other professional advisors
  

Communications

• Weekly economic updates 
• Quarterly comprehensive newsletters 
• Mandatory meetings