Areas of Specialization

We provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs (Exchange Traded Funds)
  • Preferred Stock
  • Annuities
  • REITs (Real Estate Investment Trusts)
  • Alternative Investments

Financial Planning

  • Retirement Planning
    • IRAs
    • 401(k) Plans
    • 403(b) Plans
  • Estate Planning
  • College Planning
    • College Funding Strategies
    • Financial Aid Data Gathering & Application Processing
    • Appeals

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

Planning Strategies*

  • We work closely with you and your tax advisor to ensure coordination between your plan, your investments, and your tax issues.

* We do not provide tax advice. Please consult with your tax advisor on any tax questions.