Financial Planning and Wealth Management
Individuals
Legacy and Estate Planning
Trust Planning
Education Planning
• 529 Plans & Custodial Accounts
Multi-generational Investment Planning
Retirement Planning
Traditional IRA’s
Roth IRA’s
Businesses
Employer Sponsored Retirement Plans
• Simple IRAs
• SEP (Simplified Employee Pension) Plans
Business Advising
• Cash &Credit Management
• Business Expansion
• Business Succession
Investment and Asset Management Services
Customized account management services for individuals, businesses and institutions
Mutual Funds
Stocks/Equities
Low Cost Index Funds
• ETF Funds
• Fixed Income
• Preferred Stocks
• Corporate Bonds
• Government Bonds
• FDIC Insured CD's
Trust Asset Management Services
• Revocable Trusts
• Irrevocable Trusts
• Charitable Remainder Trusts
Cash & Credit Management
Institutional and Fixed Income Services
Municipal Clients
• Cities, Counties, State Pension Funds
• Insurance Pools