Broker Check

Individuals and Families


Cash Flow Analysis
College Funding Strategies
Investments Diversification Analysis
Retirement Analysis and Funding Strategies
Insurance Analysis

Account Types

Brokerage accounts, managed accounts, managed portfolios
IRAs - SIMPLE, SEP, Roth, Traditional
401(k) and Profit Sharing Plans
Section 529 Education Savings Plans
Rollover IRAs, Income IRAs
Uniform Gift to Minors Act Accounts
Owner/Key People Nonqualified Programs
Uniform Transfer to Minors Act Accounts
Charitable Gift Programs

Estate Planning

Coordination & Funding of Buy-Sell Agreements
Coordination of Wills, Trusts with Insurance Program
Hypothetical Probate - Estate Tax Review
Survivorship Life Insurance Programs for Estate Tax Liquidity

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.


IRA, Roth IRAs, 401(k) plans
Mutual Funds
Money Market Funds


Disability Income Insurance
Life Insurance
Survivorship Life Insurance
Long-Term Care Insurance
Medical - Personal and Group Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  919-755-3042