What Services does This Advisor Offer ?
For The Individual
CONSTRUCTION OF DETAILED PERSONAL FINANCIAL PLANNING PROFILES
- EVALUATION OF LUMP-SUM DISTRIBUTION OPTIONS
ESTATE TAX AND INSURANCE TRUST STRATEGIES
DAY-TO-DAY MONITORING OF YOUR PORTFOLIO
TAX RECORDKEEPING
PORTFOLIO ADJUSTMENT BASED ON LIFESTYLE CHANGES
- IN-DEPTH INFORMATION ON MUTUAL FUNDS, MUTUAL FUND MANAGERS, INDIVDUAL STOCKS, ETC.
For The Small Business
- ASSISTANCE WITH BUSINESS RETIREMENT PROGRAMS {403 (b), 401 (k) ,SEP, SIMPLE}
- ASSISTANCE WITH BENEFIT CHOICES, PRODUCTS AND ADMINISTRATION
- SPECIALIZED RESEARCH AND INVESTMENT INFORMATION
