Services

Wealth Management

• Advisory Services, fee based or commission
  
• 401K, 403b, deferred comp, pension rollovers
  

Financial Planning

• Retirement/Wealth Portfolios
  
• Financial Plans
  
• Risk/Reward Analysis
  
• College Funding
  

Products

• Stocks, bonds, mutual funds, REITS, variable, 401k's, ETF's (Exchange Traded Funds)
  

Insurances

• Life, Long Term Care, Annuities
  

^{Fixed 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 / Preparation

• Integrated with Wealth Management
  
• Tax Efficiency Strategies
  
• Pro Active Planning
  

Estate Planning

• Legacy Planning (IRAs, 401Ks, 403Bs, Deferred Comp)
  
• Probate Avoidance and Trusts
  
• Simple 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.}