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Scope of Services
Consulting:
- Risk Assessment & Market Analysis
- Retirement Projections & Planning
- Social Security Strategy
- Life Insurance
- Estate Planning
- Personal Finance
- Budgeting Tools & Analysis
Management:
- IRAs
- Employee 401k Rollovers
- Business 401k Plans
- Lump Sums – settlement, inheritance, insurance payout, sale of property or business, pension payouts
- Advanced Active Strategies to diversify holding
- Indexed Annuities
Employers & Institutions:
- 401k & 403b Plans
- SIMPLE & SEP IRA Plans
- Managed portfolios for corporate accounts, endowments & foundations
- Cash Management
- Business Planning
Our Process
1. Assess your financial needs & background.
2. Determine an effective strategy for your portfolio.
3. Complete our Investor Profile Questionnaire and Advisory Agreement.
4. Open an account with one of our preferred brokers.
5. Fund and contribute to your account while we manage and monitor the strategy.