Retirement Plans - We offer virtually every type of retirement plan including 401K services, traditional IRA's, Roth IRA's, pension and profit sharing plans.

Professional Services for Attorneys and Accountants

Fee-Based Investment Options: We offer a number of fee-based, turn-key portfolios containing individual equities or mutual funds.
Fee-based options available.

Insurance Services: Planning and needs analysis to help determine the amount of protection needed. We're able to comparison shop to determine the right contract at the best available price.
More information about insurance services.

Elder-Care Services: Financial management and assistance for older clients with special needs.

Retirement Planning: Customized planning services designed to hand-craft a financial roadmap to help you meet your needs and objectives.
More information about retirement planning.

Estate Planning: Strategies to maximize wealth transfers to heirs; coordinated implementation with family advisors.
More information about estate planning.

Porfolio Management: Strategic asset allocation and risk management techniques designed to help you achieve your investment objectives.

Education Funding: Analysis in determining approximate costs as well as the development of appropriate funding strategies. More information about education funding.

Tax Services: Complete assistance, including planning through return preparation.

Trust Services: Assistance in creation and management of lifetime trusts and insurance trusts.