Our Services

PERSONAL RETIREMENT PLANNING

Take advantage of your pension, personal investments and accumulation programs.  We help you find and set up the most beneficial 40l(k), IRA, SEP , SIMPLE or Deferred Compensation Plans designed for your retirement goals.

INVESTMENT ANALYSIS

Up-to-date information on  the risks and performance of your stocks, mutual funds and annuities.

403(b) RETIREMENT PLANS

Choose the most appropriate plans for your employees from over 1,000 mutual funds and annuities, and give them the benefit of personalized advice from a Certified Financial Planner.

COLLEGE PLANNING FOR CHILDREN AND GRANDCHILDREN

Tuition costs continue to increase.  We show you how to estimate funding needs, create appropriate savings plans, and invest in the future of your child or grandchild.

ESTATE PLANNING

Reduce tax burdens and allow your family to share the maximum benefits from your lifelong efforts.  we assist your attorney and accountant in making the financial decisions involved in your Will or Trust.

INSURANCE SERVICES

We are licensed to provide coverage and cost comparisons on policies ranging from inexpensive Term Life to Long Term Nursing Care.

REITs.

Investing in a real estate investment trust may provide a portfolio with diversification and reduce overall risk while providing a more balanced return. Land, they still are not making any more of it!

As with any real estate investment there are various risks, including but not limited to illiquidity, limited transferability and variation in occupancy which may negatively impact cash flow, and even cause a loss of principal. There are material risks associated with the ownership of these investments.

MUTUAL FUNDS

MANAGED MONEY