Services

Investment Management

• 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
  
• 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

• No Load Mutual Funds

Bonds

• Corporate
• Municipal
  
• Government Securities

Insurance

• 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.