Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We'll show you how to truely diversify your investments by assett types, unlike a typical stock brokerage recommendation, which will reduce your concentration and correllation risks.  

We'll also help you execute a sound financial program utilizing the following products and services:

             Professional, Fee-Based Managed Investment Portfolios, PLUS...

  • Tax Reduction Strategies                            for Businesses
  • IRA's, Roth IRA's, & IRA Rollovers               Buy / Sell Agreements
  • Investment management                              Key Man Insurance
  • Retirement strategies                                    Valuations Acceptable
  •                                                                                   to IRS           
  • Pension & Profit Sharing Plans                    Business Continuation
  • Estate conservation                                        Transfer of Assets
  • Insurance and annuity products                   Estate Tax Reduction
  • Non-Traded Real Estate Investment Trusts