Services, Strategies & Solutions

$1,000,000 and Above

Basic Needs:
Asset Protection, Tax-Efficiency, Reasonable Asset Management Fees, Liquidity, Transparency of Fees and Holdings, In-depth Retirement Income Planning, Estate Analysis, Cash Flow Analysis, Insurance and Long Term Care Planning.

Planning Strategy:
Managed Accounts, Risk Mitigation Analysis, Comprehensive Wealth Management Fact Finder.

Possible Solutions:
Customized SMA, Managed Accounts, Mutual Funds, Unit Investment Trusts, Stocks, Bonds, ETF’s, Annuities, REITs, Cash Value Life Insurance and Long Term Care Insurance.

Other Solutions Available:
Estate Planning Services.

$250,000 to $1,000,000

Basic Needs:
Wealth Building, Growth, Asset Protection,, Diversification, Reasonable Asst Management Fees, Tax Control, Liquidity, Transparency of Fees and Holdings, Children’s Education Planning, Updated Retirement Plan & Estate Reviews, Insurance and Long Term Care Planning.

Planning Strategy:
Diversified Growth & Income Products, Risk Mitigation Products & Strategies, Comprehensive Wealth Management Fact Finder.

Possible Solutions:
Managed Accounts, Unit Investment Trusts, Mutual Funds, Stocks, Bonds, ETF’s, Annuities, REITs, Cash Value Life Insurance and Long Term Care Insurance.

$250,000 to $1,000,000

Basic Needs:
Wealth Building, Growth, Asset Protection, Diversification, Reasonable Asset Management Fees, Children’s Education Planning, Basic Retirement & Insurance Planning.

Planning Strategy:
Diversified Investment Products, Risk Questionnaire, 401(K) review.

Possible Solutions:
Unit Investment Trusts, Asset Allocation Funds, ETFs, Life Insurance.