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Estate Planning
This is a critical component in establishing financial security for your future and that of your loved ones. We'll assist you in all aspects of estate planning.
Investment Planning
We provide expertise on a complete scope of strategies, including asset allocation, stocks and bonds and specializing in treasury bond/corporate laddering. We also offer alternatives to CDs that could be declining in value after tax and inflation.
Retirement and Pension Counseling
We take the emotional decisions out of retirement and pension planning, working within your comfort level to plan just the right funding for your retirement years. Our services include complete explanations, assessments and implementations of wills, trusts, pension rollovers, 401(k) and 403(b) plans.
Educational Planning
Funding your children's education is one of the most vital plans you'll ever make. We'll show you how an Asset Builder Plan can work for you.
Insurance Counseling
We'll make sure you have the right mix of life, health, disability and mortgage insurance to protect your dependents, home, estate and other assets. We'll also evaluate the cost effectiveness of group plans.
Tax Planning and Preparation
We offer professional tax preparation by a CPA at reasonable rates. All tax clients also receive financial planning consultations on an as-needed basis. In nearly all cases, our clients realize a significant decrease in their tax bite.
Triple Tax-Free Bonds
Residents can receive interest that is not subject to Federal tax, State tax or City income tax.
Life, Health and Disability Coverage
An essential part of your financial plan. Through in-depth analysis of your personal situation, we'll assist you in obtaining the appropriate type and level of coverage.
Long-Term Health Care
We work with you in choosing the right risk insurance policies to pay for the cost of in-home or managed care. As independent Agents we can offer a variety of products for you to choose from.
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