Our Services

We have been in business for 20 years and have enjoyed helping many of our clients reach their retirement goals.  We are a Registered Investment Advisor Representative (RIAR).  We also have numerous licenses and registration to support the many products and services that we represent.  Our claim to fame is Retirement and Financial Planning.  We also work with Estate Planners and Attorneys, CPA's, Long Term Care Specialists, and Elder Care Attorneys.

The many products and services that we do represent are designed around Wealth Management and Financial Planning.  The following include the most popular with our clients:

-401k Rollovers

-IRA Rollovers

-72T  

-72(q)

-Charitable Remainder Trust (CRT)

-Third Party Money Managment

-Separately Managed Accounts (SMA)

-Mutual Funds

-ETF's

-Stocks

-Bonds

-Annuities

-Real Estate Investment Trusts (REIT)

-Oil and Gas

-Life Insurance

-529 College Savings Plan

The list does go on.  We encourage you to look around the website and if anything interests you or you would like more information, please click on Contact Us.