Investment Management:

• Assets Managed on a Fee Only basis

• Assets custodied at Charles Schwab & Co

• Asset Allocation

• Sector Rotation

• ETF’s (Exchange Traded Funds)

• Individual Bonds & CD’s

• Quarterly Portfolio Performance Reporting

Financial Planning:

• Comprehensive Strategies

• Retirement Planning

• Family & Asset Protection

• Income Distribution Strategies

• Long Term Care Planning

• Education Funding

Insurance Products for:

• Protecting your family

• Creating a legacy

• Final expenses

• Long Term Care protection

• Health and Medicare Supplemental Coverages

Retirement Planning

Education Funding

Estate Planning

• Asset Protection Strategies

• Special Needs Planning

• Legacy Planning

• Charitable Gifting

SMALL BUSINESS PRODUCTS

• Retirement Plans – 401k, Profit Sharing, Simple-IRA, SEP-IRA

• Group Life, Disability Income and Long Term Care Insurance Plans

• Group Health & Dental Plans

• Voluntary Employee Benefits

PROFESSIONAL RESOURCES

• Accountants

• Lawyers

• Payroll Services

• Health Insurance Specialists

• Pension Plan Administrators