Services

  • Retirement Planning
  • Retirement Distribution Planning
  • Personal Financial Planning
  • Business Financial Planning
  • Investment Management Planning
  • Estate Planning
  • Portfolio Management
  • Stock & Mutual Fund review
  • Asset Allocation
  • Portfolio Review
  • Financial Plans
  • Estate Distribution Techniques
  • Retirement Distribution Options
  • Insurance Analysis and Planning
  • Money and Cash Management
  • College Planning
  • Charitable Planning

Investments

  • Portfolio Performance Reporting
  • Investment Advice
  • Stocks, Bonds, Mutual Funds
  • Unit Investment Trusts
  • Annuities (Fixed and Variable)
  • Retirement income portfolios
  • 401(k) plan
  • 401(k) access and management
  • Money Purchase Plan
  • Profit Sharing Plan
  • Simple Employer Pension Plan - SEP
  • Simple IRA
  • Traditional IRA
  • Roth IRA

Insurance

  • Life Insurance Needs
  • Health Insurance Needs
  • Long-Term Care Insurance Needs
  • Disability Insurance Needs

Fee-Based Portfolio Management

 

  • Non-Discretionary
    • Client/Advisor Co-Managed Account $1,000,000+

  • FTJ mutual fund portfolios - $25,000+