Personal Strategies
Investment Products
•Mutual Funds
•Unit Investment Trusts
•Variable Annuities
•Direct Participation Programs
•Securities Brokerage Services
Financial Services
•Life & Disability Income Insurance Needs
•Review of Savings and Investments
•Retirement Income Needs
•Budgeting and Cash Flow Study
Tuition Funding Programs
•College Costs Analysis
•Analysis of Investment Alternatives
•Insurance and Investment Products
Retirement Products & Services
•Individual Retirement Accounts (IRAs)
•Fixed and Variable Annuities
•Retirement Needs Review
•Long Term Care Insurance
Estate Conservation
•Estate Preservation Strategies**
•Tax Reduction Strategies
•Charitable Giving
** Estate planning is accomplished by working in conjunction with the client’s tax and legal advisors.