Services Wealth ManagementAdvisory Services, fee based or commission401K, 403b, deferred comp, pension rolloversFinancial PlanningRetirement/Wealth PortfoliosFinancial PlansRisk/Reward AnalysisCollege FundingProductsStocks, bonds, mutual funds, REITS, variable, 401k's, ETF's (Exchange Traded Funds)InsurancesLife, Long Term Care, AnnuitiesFixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.Tax Planning / PreparationIntegrated with Wealth ManagementTax Efficiency StrategiesPro Active PlanningEstate PlanningLegacy Planning (IRAs, 401Ks, 403Bs, Deferred Comp)Probate Avoidance and TrustsSimple Wills/ Power of Attorney/ Medical Directives Business/Succession Planning Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.