Our Services

A Full Range of Specialized Services Available

Everyone has different financial objectives and goals. Understanding and determining what is important to you is essential. We want you to be familiar with what we can provide to accommodate your needs. With each individual client, business owner, young family or retiree, we work with you to ensure your questions and concerns are addressed and your financial plan is designed to help accomplish your goals.

Financial Planning

  • Comprehensive Financial Planning
  • College & Education Planning
  • Estate Planning
  • Family Budgeting & Education
  • Inheritance Management
  • Retirement Planning

Investment Management

  • Risk and Goal Based Model Portfolios
  • Professional Money Manager Accounts
  • Non-Proprietary Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Common Stock & Preferred Securities
  • Bonds (Gov't, Corporate, Taxable & Tax-exempt Munis)
  • Fixed Investment Notes or CDs
  • Alternative Investments & Options Strategies

Brokerage Account: Cash & Liquidity Management Options

  • Debit Cards
  • Check Writing
  • Cash Sweep Programs
  • Margin Accounts

Business Services

  • Retirement Plans: 401(k), Keogh Plans, Pension, Profit Sharing, SEP-IRA, SIMPLE IRA
  • Stock Option and Restricted Stock Plans

Risk Management

  • Annuities
  • Life Insurance
  • Long-Term Care Insurance