Mutual Funds, Stocks, Bonds, Annuities, Managed AccountsAs a full-service financial consultant.
Our products and services include:
• Mutual funds - for diversification and professioinal management
• Municipal bonds - to protecct your hard earned money from taxes
• Individual stocks - to provide you with added long-term potential
• Treasury bonds and notes - to protect your hard-earned money from state and local taxes.
We are committed to putting quality service and objective advice first. We offer clients financial services in a variety of areas:
• Tax-advantaged investing - to reduce your tax liability and let more of your money work for your.
• Retirement Planning - to design an investment strategy to help your meet all of your retirement goals
• Estate plainning - for preservation of wealth from generation to generation
• Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments.