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Financial Solutions

Wealth Stewardship

  • Portfolio design and management
  • Brokerage Accounts
  • Traditional and Roth IRAs
  • 529 College Savings Accounts and Educational Savings Accounts
  • SEP IRAs
  • SIMPLE IRAs
  • Employer Sponsored Retirement Plans (401(k)s, 403(b)s, Profit Sharing Plans)
  • Deferred Compensation plans
  • Variable, Fixed and Equity Indexed Annuities
  • Common/Preferred Stocks
  • Corporate and Municipal Bonds
  • Structured Products, Unit Investment Trusts and REITs

Wealth Enhancement

  • Retirement Projections and Stress Testing
  • Cash Flow and Goal Planning
  • College Education Planning
  • LGBTQ+ Topics
  • Tax Mitigation Strategies
  • Social Security and Medicare Strategies
  • Post-Divorce Planning

Wealth Protection

  • Disability Income Insurance
  • Whole Life, Index UL, and Term Life Insurance
  • Long-term Care Insurance and Hybrid Policies
  • Medicare Planning Solutions

Wealth Transfer Planning

  • Estate Planning
  • Planning for Incapacity
  • Annual Gifting Strategies
  • Charitable Planned Giving
  • Business Succession
  • Asset Protection Strategies

Charitable Giving

  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Planned Giving Strategies
  • Qualified Charitable Distributions
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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