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Our Services |
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We are here to service your financial goals
Our target clients tend to be affluent and high net worth individuals, newly established or experienced professionals, and business entrepreneurs seeking financial and insurance advice. Financial advice is provided under a fee for service agreement, based on the amount of assets under management with the firm. Insurance needs are covered strictly on a commission basis.
Our work encompasses the following:
- Evaluation and assessment of financial condition
- Identification and establishment of clearly defined financial goals
- Asset allocation strategies for education, retirement, capital preservation, growth of capital, and long-term planning
- Semi-annual consultations targeting performance and re-assessing formulas to account for any important changes of personal or financial conditions
- Life, health, and disability insurance needs evaluation
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Account types
- Individual
- Joint tenant
- Trusts
- Personal Investment Vehicles
- Corporations
- Partnerships
- Sole proprietorships
- 401k
- Pension
- Profit Sharing
- IRA
- 529 Plans
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Financial products under our fee for service agreement |
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At the asset custodian of the client’s choice, we manage the following.
- CDs
- Annuities
- Mutual funds
- Exchange Traded Funds covering domestic and international market sectors
- Fixed income securities in the domestic and international market sectors
- Equities--domestic and international
- Options and other derivative structures
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Insurance products offered strictly on a commission basis
We are agents for numerous well recognized and long established insurance carriers. We distribute the following selection of products.
- Term, whole, and universal life
- Fixed or Index Annuities
- Disability income insurance
- Individual health insurance
- Hospital Indemnity coverage
- Group life, health, and disability insurance coverages
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