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Product and Service List

Products and Services to Help You Reach Your Goals

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Detailed List of Products and Services

Below is a detailed list of products and services that we offer through our broker dealer and other partners. Please call us for more information about anything below or something you don't see.

Individual and Family Financial Planning Services

  • Retirement Planning
  • Social Security Planning
  • College Savings Planning
  • Financial Goal Planning
  • Tax Planning
  • Estate Planning
  • Charitable Giving Planning
  • Life Coach and Career Planning
  • Complete Financial Planning

Investment Management Services

  • Risk Assessment
  • Passive vs Active
  • Asset Allocation
  • Asset Selection
  • Tax Location
  • Trading
  • Rebalancing
  • Rollovers
  • Contributions
  • RMDs
  • Distributions
  • Cost Basis Analysis
  • Tax Reporting
  • Annual Review
  • Ongoing Monitoring
  • Custodian Setup
  • Online vs paper statements
  • Performance Reporting
  • Advisory vs Brokerage

Insurance Services

  • Life Insurance Quotes
  • Life Insurance Review
  • Life Insurance for Income Replacement
  • Life Insurance for Estate Planning
  • Life Insurance for Mortgage Coverage
  • Annuity Quotes
  • Annuity Review
  • Annuities for Lifetime Income
  • Long Term Care Solutions
  • Disability Income Protection
  • Business Insurance for loans, buy-sells, key-man, etc

Account Services

  • In Person Meetings with your Advisor
  • Online Custom Personal Financial Website with Net Worth, Cash Flow, and many other reports
  • Online and printed Quarterly Statements
  • Online Performance Reporting
  • Newsletters
  • Investment Policy Statement Development and Monitoring
  • Ability to borrow against account value
  • Strategic asset allocation
  • Dividend Reinvestment
  • Stock Option Services
  • Direct Deposit into Checking/Savings Accounts
  • Checkwriting Services

Company, Independent Contractor and Non-Profit Business Services

  • 401(k) Plan Review
  • 401(k) Plan Design
  • 401(k) Plan Vendor Selection
  • 401(k) Plan Implementation
  • 401(k) Plan Monitoring
  • 403(b) Plan Services
  • Pension Plan Services
  • Profit Sharing Plan Services
  • Cash Balance Plan Services
  • SEP-IRA Services
  • Portfolio Management
  • Endowment Management
  • Investment Risk Consulting
  • Exit Planning & Strategies
  • Buy-Sell Funding
  • Business/Key Man Insurance
  • Employee Benefit Packages
  • Group Life
  • Key Person Coverage
  • Executive Bonus Plans
  • Key Employee Retention Strategies
  • Key Person Coverage
  • Buy-Sell Funding
  • Business Succession Planning

Types of Accounts

  • Individual Accounts
  • Joint Accounts
  • Custodial UTMA Accounts
  • Custodial UGMA Accounts
  • Trust Accounts
  • Estate Accounts
  • Corporate Accounts
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Retirement Plan Rollovers
  • 401(k) Plans
  • 403(b) Plans
  • Brokerage Accounts
  • Investment Advisory Accounts
  • Profit Sharing Plans
  • Cash Balance Plans
  • 529 College Savings Plans
  • Coverdell Education Savings Plans
  • Charitable Giving Accounts

Investment Options

  • Stocks
  • Bonds
  • Common Stock
  • US Stocks
  • Foreign Stocks
  • Individual and Preferred Stocks
  • ETFs
  • Mutual Funds
  • Tax Free Municipal Bonds
  • Corporate Bonds
  • U.S. Government Bonds
  • Government Securities
  • GNMA Bonds
  • Treasury Bills
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Immediate Annuities
  • Hybrid Annuities
  • Whole Life
  • Term Life
  • Guaranteed Universal Life (GUL)
  • Indexed Universal Life (IUL)
  • Real Estate Investment Trusts (REITs)
  • Direct Participation Programs
  • Certificates of Deposit (CDs)
  • Money Market Funds
  • Partnerships
  • Unit Investment Trusts (UITs)
  • Options

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