Divider

4240 Ridgewood Avenue
Suite 1
Port Orange, FL 32127

Services

Investment Management Services Offered for the Following Types of Investments:

  • Stocks
  • ETF's
  • Bonds

Estate Planning

  • Conservation and disposition of assets using wills, trusts and charitable gifting strategies
  • Confidence that your legacy is executed according to your wishes
  • Provision of care for surviving and future family members
  • Optimization of liquidity strategies
  • Life planning via living wills and powers-of-attorney
  • Ensuring business continuity

Cash Management

  • Money markets
  • Insured CDs
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

Asset Management

  • No Load Mutual Funds

Bonds

  • Corporate
  • Municipal
  • Government Securities

Options

  • All major exchanges

Insurance

  • Fixed annuities
  • Term life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Education Planning

  • 529 Plans

Phone today with questions or to see if we can help you.
386-675-6973