Services

Posted by on Apr 22, 2013 in | 0 comments

Advisory Services

  • Investment Planning
  • Portfolio Design & Asset Allocation
  • Retirement Planning – Repair & Maintenance
  • Retirement Funding &/or Retirement Distributions
  • Estate Planning Fundamentals
  • 401(K) Allocations & Rollovers
  • IRA Allocations & Rollovers
  • Lump Sum Distributions
  • Pension Optimization
  • Employee Benefits Optimization
  • Fee Based Planning available upon request

Qualified Business Plans for: Small & Medium Size Businesses, Medical & Dental Practices, Non-Profit Entities

  • Design
  • Maintenance
  • Reporting
  • Due Diligence Fulfillment
  • Employment Benefits
  • Solo 401(K)
  • Solo 403(B)
  • Deferred Compensation Plans
  • Employment Benefits

Asset Management

  • Independent manager search
  • Consolidated performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Outside managed accounts
  • Separately managed accounts

Special Needs Planning

  • Finding The Right Trust
  • Finding The Right Attorney
  • Multigenerational Investment Strategies
  • Specialized Life Insurance

Individual Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • 401(K)

Insurance Needs and Analysis

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care
  • Lifetime Income annuities
  • No Load Life

Education Plans

  • Educational IRA’s
  • 529 Plans
  • College Funding Strategies

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Margin accounts
  • Exchange Traded Funds – EFT
  • 144 and other restricted securities sales
  • Employee stock-option plans
  • Foreign ADR’s
  • Rights & Warrant Offerings
  • All other types of equities

Bonds

  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • GNMA & other government agencies
  • Treasury bills
  • Treasury notes
  • Treasury bonds
  • CD’s

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Exchange Traded Funds – ETF
  • Dividend reinvestment

Options

  • All major exchanges

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds
  • Unit Investment Trusts
  • All types

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access
  • FDIC Insured Money Market Funds

Other

  • Brokerage Accounts