Broker Check

Products & Services

We provide assistance in the following areas:

Investment Management

  • Brokerage Accounts
  • Managed Accounts
  • Traditional IRA
  • Roth IRA
  • Corporate Retirement Plans
  • College Savings Accounts
  • Profit Sharing Plans

Financial Planning

  • Retirement Income Planning
  • Tax Reduction Strategies
  • College Funding 
  • Estate Planning
  • Social Security Optimization
  • Pension Optimization


Protection

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Annuities
  • Account Stress Testing

Fee Based Investment Management

Under $500,0001.50% (Min $375/qtr)
$500,001-$1,000,0001.20%
$1,000,000-$2,000,0001.00%
$2,000,000-$3,500,0000.90%
$3,500,000-$5,000,0000.75%
over $5,000,000call for quote
Financial Plan development and implementationBilled based on complexity.  $3000 minimum.
Annual Plan review and update75% of the initial planning fee