Products and Services
We provide assistance in the following areas:
Investments
- Bonds
- Stocks
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuities-we help people with a more cost effective alternative than this popular product
- Investment account consolidation to simply your life
- Online and Mobile account access
- Index Funds
- International Stocks
- International Bonds
- Emerging Market Stocks
- Emerging Market Bonds
- Asset Allocation
- Structured Portfolio Investing
- Dimensional Funds Investing
Real Estate Investing
- Single Family Rentals
- Multi-Family Rentals
- Apartment Buildings
- Cash, appreciation and tax forecasting
- Tenant Management
- Acquisition analysis including on site visits if needed.
- Access to network of preferred vendors
Financial Planning
- Retirement Plans
- Fee Based Investing
- Tax Plans
- 401 (k) Planning-we can act as your fiduciary advisor for your company 401k
- 403 (b) Planning
- College 529 Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Solo 401k Plans
- Solo Entrepreneur Plans
Insurance
- Disability Income Insurance
- Life Insurance-we favor term insurance over expensive alternatives.
- Long Term Care Insurance
Tax Planning
- We work directly with your tax person and provide them with all the necessary documents to save you money on your tax preparation bill.
- Maximizing your tax deductions via various tools such as SEP, IRA, 529, Real Estate, etc.