Our Services
Our firm provides help in the financial areas below:
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
- 401k: Rolling over your 401K and IRA Rollovers
- 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
- Discretionary
- Mutual Fund Portfolios $50,000+
- ETF Portfolios $50,000+
- Sector Allocation Portfolios $250,000+
- Individual Equity and Debentures $1,000,000+
- 401(k) Self Directed Brokerage Account Management
- Non-Discretionary
- Client/Advisor Co-Managed Account $1,000,000+
- Small Account Solutions
- Orion - $25,000+
- Voya Select Advantage IRA/Roth IRA - $5,000+ or monthly $50 automatic investment (Over 100 funds available)
- Sammons Retirement Solutions® Simple, Innovative, Sraightforward Retirement planning solutions In One Convenient Location