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)