Our Services


    With so many different strategies and products available for investors in the market, navigating today's financial waters can be a daunting task.  Our practice is dedicated to giving you, our client, sound and professional advice and guidance.  After getting to know you on a personal, as well as on a financial level, we can build an investment portfolio that will cater to your unique objectives.    

    We offer fee-based customized portfolio management, depending on your investment objectives.

Our services include:

  • Retirement Planning; some investment strategies include: Traditional IRA's, 401(k) Rollovers, SEP/SIMPLE IRA's, Roth IRA's, 403(B), Defined Benefit Plans, Buy/Sell Agreements, and Life Insurance Retirement Plans.                 
  • Managed asset plans for professional fee-based portfolio management.
  • Customized investment portfolio that is designed to help you realize your short- and long-term investment goals.
  • Simplified performance reporting, making it easy for you to monitor your account.
  • Ongoing professional advice, timely information about your account and updates on the world's financial markets.                                                                   
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
  • Life insurance, providing financial protection for your loved ones.
  • Cash flow analysis for everyday budgeting of living expenses.

If you have any questions feel free to call us.