Independent Financial AdvisorsAs independent financial advisors, we work for you. We're able to offer a wide range of products and services across the financial industry. We'll guide you through all the options available on the market, and help you make the best decision for yourself. As licensed fiduciaries, you can trust that we have your best interest in mind.
|
|
Services
Portfolio Management -Brokerage, IRA, Roth IRA & 401k
We offer customized portfolios based on each client's unique needs as an investor. We'll work with you to understand your investing goals, and tailor a portfolio for you. We offer managed IRA, Roth IRA, and Individual Brokerage Accounts through our trusted broker-dealer, PlanMember Services, and our clearing firm, BNY Melon Pershing. We also offer select 401K management through our partners Absolute Capital.
529 College Savings
Learn about you college savings options, and create a plan with an advisor. We'll enroll you in a 529 College savings plan, and build a tailored investment portfolio based on your investor preferences. We typically recommend the Fidelity Advisor 529 Plan.
Life Insurance & Long-Term Care
As comprehensive financial advisors, we're also licensed Life Insurance and Long-Term Care brokers. We can run quotes, and help you navigate the often complex features available in Life Insurance Products. We'll take the time to explain your policy in detail, and will work with you to ensure that it fits within your overall financial plan. We offer the full market of Insurance products through our partner Wholehan Insurance Brokerage Agency.
Retirement / Financial Planning
Work with a financial advisor to build your custom retirement savings & income plan. Whether you're just starting to save, or approaching retirement soon, it's never too early to start your retirement plan. See how much you'll have saved at retirement, and how much to expect each year in income. We'll then work with you to tweak your plan to make sure that you are on track to hit your retirement goal. We'll also make recommendation on how to optimize your plan with advanced tax strategies, life insurance, and more. As our client, we'll review this plan with you each year to make sure you are on track for success.
Estate Planning & CPA Referrals
We work with two trusted parties to provide Estate Planning and CPA Tax Advice for our clients. With our long-term partnerships, you'll feel as if you have a team of professionals advocating for your financial well being. Inquire for more information.