Services
INVESTMENT PLANNING
- Identifying Capital, Contribution and Return Requirements to Meet Goals
- Building Cash Reserves
- Information on Alternatives Pros/Cons
- Asset Allocation: Attempting to Reduce Risk, Enhance rate of Return by Balancing Assets
RETIREMENT PLANNING
- Dealing with Lump Sum Distributions
- Projecting Early or Late Retirement
- Income Generating Strategies
- Coordinating Social Security, Pensions and other Sources of Income
- Maximizing Tax Efficiency
ESTATE PLANNING
- Protecting Privacy
- Preserving Family Wealth
- Charitable Giving
- Minimizing Tax Liabilities
INSURANCE PLANNING
Helping Clients with Game Plan for:
- Disability or Illness
- Premature Death
- Long-Term Care Needs
Products
INVESTMENT PRODUCTS
- Money Markets
- Treasury Bills, Notes and Bonds
- Stocks
- Bonds (Taxable and Tax Free)
- Mutual Funds
- REITS (Real Estate Investment Trusts)
- Limited Partnerships
- Annuities (Fixed and Variable)
- IRAs, SEP IRAs, Roth IRAs
- Retirement Plans (401Ks, DC and DB Plans)
- 529 College Savings Plans
INSURANCE PRODUCTS
- Life (Individual and Group)
- Annuity
- Disability
- Group Health
- Long-Term Care
- Private Pension
- key Person Insurance
Bank Products through ING®
- ING DIRECT Orange™ Checking
- ING DIRECT Orange™ Savings
- ING DIRECT Orange™ CD's
Important Resources on this website: