Our Services

A Full Range Of Specialized Services Available

Because everyone has different financial objectives, we want you to be aware of what all we can provide especially to meet your needs. Determining what is important to you is vital. For example risk tolerance, tax efficiency, retirement planning or education funding may be concerns. Most importantly, know that you can find whatever you want at one highly versatile, professional firm.

Financial Planning

  • Comprehensive Financial Planning
  • College & Education Planning
  • Estate Planning
  • Family Budgeting & Education
  • Foundation & Endowment Guidance
  • Inheritance Management
  • Retirement Planning

Advanced Planning

  • 1031 Exchanges & Delaware Statutory Trusts (DST)
  • Deferred Sales Trusts & Monetized Installment Sales
  • Conservation Easements
  • Charitable Giving Strategies (CRAT, CRUT, NIMCRUT)
  • Irrevocable Life Insurance Trust Plans (ILIT)

Investment Management

  • Non-Proprietary Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Closed End Funds (CEFs)
  • Risk and Goal Based Model Portfolios
  • Professional Money Manager Accounts

Banking, Cash & Liquidity Management

  • Credit Cards
  • Check Writing
  • Online Bill-pay
  • Cash Sweep Options
  • Margin Accounts
  • Portfolio Line-of-Credit Securites Backed Loans
  • Purpose & Non-Purpose Loans
  • Credit & Debit Cards

Business Services

  • Retirement Plans: 401(k), Keogh Plans, Pension, Profit Sharing, SEP-IRA, SIMPLE
  • Business Succession Planning
  • Buy-Sell Agreement Financing
  • Key-Employee Insurance
  • Business Lending
  • Specialized Disability Plans


  • Common Stock & Preferred Securities
  • Bonds (Govt, Corporate, Taxable & Tax-exempt Munis)
  • FDIC Insured Certificates of Deposit (CD)
  • Non-proprietary Mutual Funds
  • Alternative Investments & Options Strategies

Investment Banking

  • Corporate Finance: Debt, Equity and Structured
  • Recapitalization, Divestitures & Management Buyout
  • Initial and Secondary Public Offerings
  • Mergers and Acquisitions
  • Valuation and Advisory Services

Risk Management

  • Annuities: Fixed, Variable, SPIA
  • Asset Protection Strategies
  • Life Insurance: Term, Whole, UL, VUL
  • Professional Athlete & Entertainer Specialized Annuities
  • Long-Term Care Insurance
  • Disability Insurance