Broker Check

Conventional Services offered by Financial Advisors

Personal Wealth Planning

  • Asset Allocation Review
  • Cash Flow Analysis
  • Income Tax Planning
  • Educational Cost Analysis
  • Insurance Needs & Policy Analysis
  • Estate Plan Analysis
  • Rent vs. Own / Buy vs. Lease
  • Mortgage Consulting

Advisory Accounts

  • Evaluate and Monitor Mutual Fund Wrap Account Managers
  • Evaluate and Monitor Separately Managed Accounts
  • Evaluate and Monitor Active & Passive Strategies

401(k), Profit Sharing, Defined Benefit & Cash Balance Plan Assistance

  • IRA, Roth IRA, SEP & SIMPLE IRA
  • Plan Design & Administrative Assistance
  • Benchmarking
  • Plan Participant Education
  • Business Succession Planning

Investment and Manager Evaluation and Monitoring

  • Stocks, Bonds, Mutual Funds
  • REITs, BDCs & UITs
  • Direct Participation Programs
  • Managed Accounts - Constrained & Unconstrained
  • Socially and Environmentally Responsible Investing

Insurance Strategy Evaluation

  • Equity and Fixed Index Annuities
  • Fixed Annuities
  • Term, Whole Life, Universal, and Variable Life Insurance
  • Disability Insurance
  • Long Term Care Planning
Comprehensive Estate Settlement Assistance
  • Ownership & Account Information Updates
  • Trust Transition
  • Probate Estate Settlement Assistance
  • Point of Contact for Beneficiaries
  • Survivor/Family Benefit Review & Transition

Educational Account Planning and Analysis

  • 529 Plans & Educational IRAs
  • UGMAs & UTMAs

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