Products and Services

Client Centered

_{INVESTMENTS -}_{portfolios typically consist of:}

_{Mutual Funds}
_{Exchange Traded Funds (ETF's)}
_Stocks
_Bonds
_{Alternative Investments}

Client Centered

_{FINANCIAL PLANNING}

_{Goal Setting}
_{Income & Cash Flow Planning}
_{Retirement Planning}
- _{IRA (Traditional, ROTH, SEP, SIMPLE)}
- _{Qualified (401k, Defined Benefit, Profit Sharing)}
_{College Planning}
_{Estate Planning}
_{Tax Planning}
_{Healthcare Planning}

Client Centered

_{INSURANCE - w}_{hen risk mitigation makes sense:}

_{Annuities (Indexed, Fixed, and Immediate)}
_{Life Insurance (Term vs. Permanent)}
_{Long-Term-Care Insurance (Traditional vs. Asset Based)}

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