Comprehensive Analysis System

Of all the work we do with our clients, we believe the most appreciated services are the sessions pertaining to financial strategies, in which we analyze the following three key components of a client’s personal financial model:

  • Protection component
  • Savings component
  • Investment component

We use a comprehensive analysis system that focuses on the three phases of money (accumulation, distribution and transfer) to help provide the maximum efficiencies of money, cost recapture, increased spendable retirement income, lower risk, and increased accessibility to assets.

personal solutions

Financial Products

We recognize that every client might not elect to go through the above process. Therefore, we also work with clients to help them meet specific needs and objectives involving a variety of financial products and services. Those products and services are as follows: Insurance Products

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance

Investment Planning Options

  • Mutual Funds
  • Securities Brokerage Services
  • Annuities
  • Managed Money Accounts

Wealth Management

  • Securities Brokerage Services
  • Access to Manager Referral Services
  • Access to Trust Services
  • Asset Allocation Programs

Retirement Funding Options

  • Non Qualified
  • Traditional IRA
  • Roth IRA

College Funding Techniques

  • 529 Plans
  • Coverdell IRA
  • Custodial Accounts

Strategies for Retirement
Estate Planning
Asset Protection Strategies