Our Services

  Investment & Resource Planning

We are a full service financial planning office offering:

  • Comprehensive or Situational Financial Planning
  • Asset Management
  • Retirement Funding and Rollovers
  • Tax Reduction Strategies
  • Risk Management / Insurance
  • Cash Flow Management / Budgeting
  • College Funding
  • Divorce & Separations Planning
  • Premarital & Marital Planning
  • Estate Conservation
  • Stock Option Analysis
  • Financial & Investment Seminars
  • Real Estate & Mortgage Services; Refinancing Analysis

 

Securities offered through FSC Securities Corporation

  • Third Party Money Management
  • Mutual Fund Trading
  • General Securities Trading
  • Variable Annuities
    ASSET MANAGEMENT SERVICES:                 MUTUAL FUNDS:
              Personal & Institutional                                                  
              Taxable & Tax Exempt                                           
 
    QUALIFIED RETIREMENT PLANS:                   BONDS:    
              Defined Contribution Plans 401(k), 403(b)           Municipal Bonds/ UIT’s  
              Defined Benefit Plans                                              Corporate Bonds                         
              IRA, Roth IRA, SEP/IRA                                        Government Bonds
              Simple IRA & Simple 401(k)                                       
              Deferred Compensation                                  STOCKS: Buy & Sell                              
                                                                                                            on major Exchanges 
            
     ANNUITIES: Group                                               INSURANCE: Group & Individual
                              Individual                                                 Life – Term
                              Variable                                                              Universal Variable
                              Fixed                                                                   Survivorship Life
                                                                                               Disability
                                                                                               Long Term Health Care
 
 
Real Estate Referral Service:
 
Offered through
National Real Estate Referrals Network,                                            
a subsidiary of Coldwell Banker.
 
 
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.