FEE BASED FINANCIAL PLANNING:

- Personal Financial Planning
- Investment Management Plannning
- Retirement Distribution Planning
- Estate Planning

SERVICES OFFERED:

- Stock & Mutual Fund review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Distribution Techniques
- Retirement Distribution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning

INVESTMENTS:

- Stocks, Bonds, Mutual Funds
- Exchange Traded Funds
- Limited Partnerships
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- Retirement plans
- 401(k) plan
- Money Purchase Plan
- Profit Sharing Plan
- Simple Employer Pension Plan - SEP
- Simple IRA
- Traditional IRA
- Roth IRA

INSURANCE:

- Life
- Long Term Care
- Disability Income
- Medicare Supplements