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Our Services

As your Personal Financial Consultant we help you:

  • Identify your goals and objectives to build and manage your personal financial plan
  • Customize specific investment strategies for retirement planning
  • Assess and implement wealth transfer and tax management strategies 
  • Tailor asset allocation to your risk tolerance
  • Access financial, legal, business succession, and tax expertise 
  • Analyze 401(k) investments

As your Investment Advisor we provide:

  • Brokerage services for equity and fixed income sector analysis
  • Managed accounts
  • Fixed and variable insurance and annuities
  • Trading in stocks, bonds and mutual funds
  • Automatic deposits, distributions and transfers
  • Online access to your accounts
  • Check writing and credit card privileges
  • Research updated and monitored daily
  • Performance evaluation

Investments:

  • Brokerage
  • Managed Accounts
  • Investment Advisory Services
  • ETF's
  • Mutual Funds
  • Stocks
  • Bonds
  • REITs
  • Life Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities
  • Variable Universal LIfe

*Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC

Qualified Retirement Plans:

  • 401k
  • 403b
  • Defined Benefit
  • IRA Rollovers
  • Employer Welfare Benefit Plans
  • SEP
  • Keough

Non-Qualified Plans

  • Executive Master Plan
  • Split-Dollar Plans

Business Planning

  • Funding Agreements
  • Succession Planning
  • Family Limited Partnerships
  • Trusts (ILIT, QPRT, GRAT, GRUT, CRT, CLT)
 

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