COMPREHENSIVE WEALTH MANAGEMENT

Your financial situation consists of a number of interrelated parts. Unlike many other firms, we provide a comprehensive approach to wealth management. Our review of your financial goals and objectives will address multiple areas of concern including investments, retirement, income and estate tax planning, as well as insurance and asset protection. Our financial plans are designed to provide specific advice and action steps that can be implemented by our team of specialists.

INVESTMENTS

• Stocks and Bonds
• Mutual Funds
• Indexed and Exchange-Traded Funds
• Real Estate Investment Trusts (REITs)
• Alternative Investments

RETIREMENT & FINANCIAL PLANNING

• Wealth Management
• Tax Strategies
• Financial Plans and Analysis
• Charitable Giving
• Distribution Strategies
• 401(k) Rollovers
• Traditional and Roth IRAs
• College Education Funding

ESTATE PLANNING

• Estate tax analysis
• Estate reduction strategies
• Estate and gift tax return preparation
• Legacy planning

INSURANCE & ASSET PROTECTION

• Life Insurance
• Health Insurance
• Medicare Supplemental Insurance
• Long-Term Care Insurance