Our Services

- Resourcefulness, Innovation & Customer Service -


A dedicated philosophy on which the corner stone of our business has been built.


"Our clients are a reflection of our success."


With access to over 7000 financial products* and unlimited investment research, our firm takes great pride in offering a full spectrum of financial services and on-going guidance.

  • INVESTMENT PORTFOLIO*
    • - How to effectively create an investment portfolio addressing:

  • - Short Term

  • - Intermediate

  • - Long-term goals


  • PORTFOLIO DESIGN*
    • - How to design an effective portfolio in today’s financial markets:

  • - Blue Chip Investments

  • - Medium and Small Cap Investments

  • - International and Global Investments

  • - Market Neutral and Value Funds

  • - Bonds and Strategic Income Holdings, etc.


    • DO'S & DON'TS - The do’s and don’ts that many investors overlook:

  • COLLEGE FUNDING*:


  • - Tax advantage options, re: 529 plans, Educational IRA’s, etc.


  • RETIREMENT PLANNING:
    • How to effectively Communicate, Evaluate and Implement:

    .....401K plans, profit sharing plans, 403B plans, Simple IRA plans, as well as your individual IRA options:
  • - Traditional

  • - Roth

  • - Educational

  • - etc.



    • * 401K Rollover Options: "What you need to know prior to retirement or a change of employment."

  • TAX ADVANTAGED INVESTMENT STRATEGIES*:


  • - Tax Smart Investments - a broad selection of holdings from which to choose

  • - Annuities - a new generation of hybrid plans offering today's investor:

  • - Tax-Deferred Growth, with new and innovative guarantees and investment options


  • ESTATE TAX PLANNING:


  • - Strategies to:

    • ......Avoid probate
    ......Preserve family wealth
    ......Avoid unnecessary taxation

  • LONG TERM CARE INSURANCE (LTC) – (Cost Effective Strategies):


  • - How to protect your family assets from the catastrophic costs of nursing home care


  • DISABILITY INSURANCE:


  • - How to guarantee on-going TAX FREE income benefits in the event of injury or illness


  • LIFE INSURANCE PROTECTION:


  • - Cost effective strategies providing insurance coverage for:

  • - Family protection

  • - Funding corporate/business partnerships, buy/sell agreements, etc.

    • ... Are you over or under insured?
    ... Do you have the right type of policy?
    ... Are you paying too much for your coverage?