Investment & Retirement Services
Our in-house Independent Investment Advisors and Certified Financial PlannersTM and their teams provide the following services:
Investment Planning 401(k) Management
Portfolio Management Employer-Sponsored & Self-Employed Plans
Asset Allocation & Diversification Annuities
Concentrated Stock Analysis Pensions
Investment Risk Control Strategies RMDs & Withdrawal Strategies
Portfolio Stress Testing College Savings Plans
Retirement Goal Setting Roth IRAs for Children and Young Adults
Social Security Analysis Gifting
Elderly Planning Business Planning
Legacy Planning IRA Contributions & Conversions
Defined Benefit Plans Divorce & Widowhood Services
Tax & Accounting Services
Our in-house Certified Public Accountant and his team provide the following services:
Review of Cost Basis Deductions and Tax Credits
Review of Realized Gains/Losses Potential Roth IRA Conversions
Carry-Forward Losses Tax Loss Harvesting
Personal & Business Tax Preparation Accounting Services
FSAs and HSAs Self-Employed Tax Strategies
Legal & Estate Services
Our in-house counsel and his team provide the following services:
Estate Planning Charitable Giving
Health Care Proxy Philanthropy
Wills and Living Wills Powers of Attorney
Guardians for Minor Children Probate
Asset Protection Analysis Business Planning
Risk Management, Insurance & Real Estate Services
Our in-house insurance and mortgage specialists and their teams provide the following services:
Policy Reviews Homeowner's and Renter's Insurance
Life Insurance General Liability Coverage
Long-Term Care Insurance Health Insurance
Disability Insurance Mortgage Review & Refinancing
Home Buying and Selling Lines of Credit
Other Professional Services
We've built a unique network of qualified professionals in the following areas:
Resume Writing New Car Buying Services
Medicare Specialist