Broker Check



Comprehensive Financial Planning

Special Needs Care Planning

Business Succession and Continuity

Buy/Sell Agreement Funding Strategies

Retirement Income Alternatives

Estate and Will Planning

  • Premium Finance Options
  • Private Placement Life Insurance
  • Estate and Gift Tax Analysis Strategies
  • Charitable Giving and Planning
  • Comprehensive Fee Based Financial Planning

    Tax Mitigation Strategies

    401k Planning

    403b Planning

    Educational Savings Plans

    Money Management and Advisory Services

    Executive Benefits

  • Executive Bonus
  • Highly Compensated Executive Employees
  • Key Employee Strategies
  • Investments

    Non-Qualified Advisory Managed Portfolios

    Tax-Qualified Advisory Managed Portfolios

    Brokerage Account Management

    Education and College Planning

    Current Portfolio Analysis and Review

    Employer-Sponsored Plans (for businesses and self-employed clients)

  • 401(k)
  • 403b
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Executive Compensation Packages
  • Deferred Compensation Options
  • Insurance

    Business Planning

  • Group Life Insurance
  • Group Disability Insurance
  • Group Health Insurance
  • Executive Compensation Packages
  • Individual Planning

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities
  • Health Insurance
  • check Estate & Gift Tax Analyses check Split Dollar Life Insurance
    check Business Succession Strategies check Long Term Care & Disability Insurance
    check Deferred Compensation Options check In-force Life Insurance Policy Management
    check Premium Finance Options & Implications check Key-Man Insurance
    check Charitable Planning Strategies check Executive Compensation
    check Retirement Income Alternatives check Buy-Sell Agreement Funding Strategies
    check Estate & Gift Tax Strategies check Life Insurance Portfolio Audits
    check Private Placement Life Insurance check Risk Management Needs Analysis
    check Special Needs Care Planning



    Common Stock

    Educational IRA

    Traditional IRA

    Roth IRA


    Simple IRA

    Brokerage Accounts

    Treasury Bills

    Government Securities

    Treasury Notes

    Variable Annuity

      Financial Planning

      Retirement Plans

      Tax Plans

      401(k) Planning

      403(b) Planning

      College Plans

      Estate Plans

      Money Purchasing Plans

      Profit Sharing Plans

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (631) 760-7449