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.