Broker Check

Products and Services

We provide assistance in the following areas:


  • Bonds
  • Stocks
  • Traditional IRA
  • Roth 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


  • 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.