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How We Work

In today's world, taking care of your finances is no simple matter. A wide range of products, such as insurance, retirement accounts and investments are available. Choosing the ones that are right for you can be a difficult, complex decision.

The products we use must meet a series of tests and criteria. Experience, historical returns, fees, expenses and quality of service are closely examined and monitored. In addition, we use only products that are not proprietary in nature and we will not use products from companies that require sales quotas.

These things are important because you are depending on us to review the thousands of products available and remove those that do not offer you every possible advantage. Included in our broad cross section of products and services are:


Managed Accounts
Mutual Funds
Structured CDs
Unit Investment Trusts
Closed-End Funds
Real Estate Investment Trusts

Individual Retirement Plans

Rollover IRAs
Traditional IRAs
Roth IRAs
Inherited IRAs

Business Retirement Plans

401k Plans


Retirement Planning
Estate Planning

Advisory Services

Investment Advisory
Fiduciary Investment Advice within your current 401k, 403b or 457 Plan


Fixed Annuities
Immediate Annuities
Variable Annuities

College Savings Plans

529 Plans
Education Savings Accounts
Custodial Accounts (UTMA)


Term Life
Whole Life
Universal Life
Long Term Care

Seminars for Your Worksite or Organization

Retirement Basics
Retirement Income Planning
Investment Basics
Financial Planning Basics
College Planning
Estate Planning
Social Security
Special Needs Planning
Ten Financial Opportunities You May Be Missing
New Retirement Options for Your 457, 401k or 403b Plan
... and more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  818-992-5345