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Our Services

WE HELP YOU MANAGE YOUR FOUR AREAS OF FINANCIAL OPPORTUNITY WHICH INCLUDE:

WEALTH

Provide investment strategies including: Separately Managed Accounts, Mutual Funds, Variable & Fixed Annuities, and Alternative Programs. Utilize IRA’s, TSA’s, 401k’s, Retirement Plan Rollovers, and College Savings Plans.

ESTATE

Work with legal advisors to preserve legacy using Revocable Living Trusts, Charitable Remainder Trusts, Tax Exempt Entities, Limited Partnerships, and Limited Liability Companies.

TAXES

Work with tax advisors to evaluate current strategy and structure. Utilize Tax Free, Tax Deduction, Tax Deferral, and Tax Credit programs to reduce and minimize tax.

RISK

Minimize cost while transferring risk and safeguarding assets with Life, Disability, and Long Term Care insurance. Facilitate Buy-Sell Agreements and Business Valuations.