Broker Check

Our Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Stocks
  • Exchange Traded Funds and Notes
  • Mutual Funds

Accounts

  • Brokerage Accounts
  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Educational Accounts (Coverdell and 529)
  • Minor's Trusts (UTMA, UGMA)
  • Variable and Fixed Annuities
  • Non-traded REIT's
  • Business Development Corporations
  • Private Land Development Trusts

Income Planning

  • Tax-Penalty Free IRA Distributions at pre-retirement age
  • Covered Call Option Strategies
  • Annuity Income Strategies
  • Charitable Remainder Unit/Annuity Trust Distributions

Business and Non-Profit Plans

  • 401(k) Plans
  • Profit Sharing Plans
  • Employee Stock and Option Management
  • Disability and Overhead Insurance
  • Key Person Insurance
  • Exit Plan Funding

Estate Funding and Protection

  • Trust Management
  • Charitable Planning
  • Family Office
  • Life Insurance
  • Long Term Care Insurance