Services

  • Turn-key investment advisory solutions and platform for tax professionals - offer investment management services to your clients immediately, no licensing required
  • Tax return preparation and filing through affiliated tax professionals

  • 401(k) Portfolio Management Including Review, Analysis and Implementation of Investment Selections
  • Portfolio Risk Measurement and Analysis

  • Personal Risk Tolerance Evaluation

  • Cash Balance Plans for Greatly Increased Tax Deductions and Retirement Savings

  • Retirement Plan Rollovers to an IRA
  • Financial Planning

  • Mutual Fund and ETF Replication to Cut Expenses
  • Retirement Planning for Business Owners and Individuals

  • Fee-Only Asset Management

  • In-Depth Account Reviews

  • Review of Life Insurance Needs and Current Insurance Plans

  • Analysis of Long Term Care Insurance

  • Annuities

  • College Savings Strategies

  • Alternative Investments

  • Educational Seminars