FEE BASED FINANCIAL PLANNING:
- Personal Financial Planning
-
Business 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
- Charitable Planning
|
INVESTMENTS:
- Stocks, Bonds, Mutual Funds
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- Retirement plans
- 401(k) plan
- Money Purchasing Plan
- Profit Share Plan
- Simple Employer
Pension Plan - SEP
- Simple IRA
- Traditional IRA
- Roth IRA
INSURANCE:
- Life
- Long Term Care
- Disability Income |
