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 has the capability to provide planning and investment advice to help you build a solid financial foundation for years to come. We consult with our clients in the following areas:
Estate Planning
We help identify critically important estate planning issues, and identify the tools best suited to your personal goals for distribution of assets, while saving tax dollars and court fees, such as planned gifting, 529 Plans, or life insurance trusts.
Retirement Projections and Planning
Most of us can now expect to live an average of 20 to 30 years after retiring. We have the tools to help you plan for your retirement, whether it’s a qualified plan, an IRA or an annuity.
Investment Strategies
Our financial services specialists consider the effect of taxes on investment returns for your portfolio, while using numerous tax-advantaged strategies.
Personal Investment Accounts
We offer a wide variety of ways to invest, including stocks, mutual funds and brokerage accounts, with investing options from periodic investment and systematic withdrawal plans to accounts with check-writing and credit card access.
Managed Portfolios
We evaluate your goals and build a financial profile based on your return objectives, cash flow needs, time horizon, risk tolerance, liquidity needs, tax considerations, legal constraints and any unique needs and circumstances.
We monitor your portfolio on a regular basis and offer turn-key managed account programs to meet the needs of different investors.
Private Money Managers
Our high net worth investors may choose to have their portfolios designed and managed actively by a private money manager.
We currently have individuals licensed to offer securities in the states of California, CT, FL, GA, HI, and PA. This is not an offer to sell securities in another state or jurisdiction.
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