Our Services

Wouldn't you rather be playing the back nine of Pebble Beach or flying to that special sun-soaked island that dealing with multiple financial services companies? Our seamless proactive approach to client service is all about saving you time and worry. This unique structure means we can help meet all your financial investment needs, eliminating the complexities associated with working with more than one company.

 

As you can see, we offer a full range of services, but regardless of which ones you choose, we will review your portfolio proactively, anticipating your needs before you do. This process is designed to help ensure that your investments keep pace with your changes in your life.

 

A few of our services include:

 

  • Wealth Planning
  • Estate Planning
  • Risk Management Planning
  • Long-Term Care planning  
  • Managed Accounts
  • No Load Mutual Funds
  • Individual Stocks (SMA)
  • No Load Variable Annuities
  • Fixed Annuities
  • Fixed Equity Indexed Annuities
  • Exchange Traded Fund Strategies
  • IRA (Rollover)
  • 401K (Rollover)
  • 403B (Rollover)
  • Life Insurance
  • Long Term Care
  • Living Trust
     
    We are committed to providing planning and investment management for individuals, families, pension funds, trusts and institutions. In addition to providing the same level of knowledge and service formerly available only to large institutional clients, we offer:

    • Absolute Confidentiality
    • "Best of Breed" Solutions
    • Qualified, Experienced and
      Credentialed Professionals
    • Unbiased Advice and Judgment


    Summary of Services

    • Initial Data Gathering
    • Capital Needs Analysis
    • Risk Tolerance Questionnaire & Estate Planning
    • Investment Policy Design
    • Analysis and Evaluation of Investments
    • Tax and Estate Planning
    • Financial Planning Review and Issue Identification
    • Risk Management Planning
    • Manager - Selection and Monitoring
    		  


    Be Informed, Be Profitable, Be Secure