Our Services

AS AN INVESTMENT ADVISORY FIRM

For the INDIVIDUAL:

We will create a customized comprehensive plan to address all aspects of your financial needs. Upon
your approval we will implement that plan and manage all aspects including insurance and estate
planning considerations.

For a SMALL BUSINESS:

We will research, evaluate and recommend an appropriate retirement plan (401k, SEP, SIMPLE) as well
as appropriate health and disability plans. 

WHAT MAKES OUR SERVICES UNIQUE

In addition to stocks, bonds and mutual funds we offer several services that go beyond that of the traditional Investment Advisory Firm. We utilize the following products to enhance both the performance and the safety of your assets:

• Morningstar Managed Portfolios

• Schwab intelligent Portfolios

Alternative investments such as:

•     Franklin Square
•     Business Development Corporation of America