Products and Services

Investments


  • Actively Managed Portfolios - Strategic and Tactical
  • Income Producing Investments
  • Non Correlating Asset Classes
  • Real Estate - 1031 or 1033 alternatives
  • Protecting your Principal



Retirement Planning



  • Social Security & Company benefit coordination
  • 401K Rollover Planning
  • Analysis of Pension Options
  • Realistic Goal Setting



Insurance Products



  • Life Insurance
  • Fixed Annuities
  • Variable Annuities
  • Long Term Care
  • Medicare Supplements
  • Burial Policies
  • Insurance Reviews



Estate Planning



  • Coordination of Legal Documents
  • Beneficiary Reviews
  • Wealth Distribution to Family or Charity