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Investment Planning

Fee-Based Advisory

  • Hourly
  • Retainer-Based
  • Project-Based
  • Percentage of Assets Under Management (AUM)

Insurance Products

  • Term Life Insurance
  • Whole Life Insurance
  • Variable Life Insurance
  • Universal Life Insurance
  • Fixed Annuities
  • Indexed Annuities

College/Education Savings

  • 529 Plans

Investment Products

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Model Portfolios
  • Fixed-Allocation Strategies
  • Variable Annuities
  • Individual Stocks & Bonds
  • Real Estate Investment Trusts (REITs)
  • Master Limited Partnerships (MLPs)

Retirement Plans

ERISA Plans

  • 401(k)
  • Profit Sharing
  • Defined Benefit
  • Cash Balance
  • Money Purchase
  • 403(b)

Non-ERISA

  • SIMPLE IRA
  • SEP IRA
  • 457 Plan
  • Traditional IRA
  • Roth IRA