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WEALTH MANAGEMENT

RETIREMENT PLANNING

  • Fee-based managed accounts

  • Asset review and account consolidation

  • (Brokerage, IRAs, SEP, 401(k) rollovers, Insurance)

  • Retirement income and cash flow analysis

  • Client online performance account access

INVESTMENT MANAGEMENT

  • Mutual funds, closed-end funds, stocks, exchange-traded funds (ETFs) Unit Investment Trusts (UITs)

  • Alternative investments

  • Certificates of deposit (CDs)

  • Bonds (tax free and taxable)

  • Separate account managers

  • 529 College Savings Plans and UGMA/UTMA

  • Custodial accounts

INSURANCE

  • Long term care

  • Permanent and term life insurance

  • Variable, index, and fixed annuities

TAX PLANNING

  • Required Minimum Distribution Calculations

  • Taxable and Tax free investment strategies

ESTATE PLANNING

  • Titling of assets

  • Beneficiary designation Coordination of estate plan and wealth transfer

  • Gifting strategies

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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