Products and Services
We believe that investment performance is not about avoiding risk, but rather it is about being appropriately compensated for the risk one takes.
In order to help ensure that each client's portfolio aligns with their investment goals and expectations we utilize Riskalyze cutting edge technology to identify their acceptable level of risk and reward. This helps our clients to remain invested during times of market volatility and to avoid the emotional temptation to buy high and sell low.
My affiliation with Cetera Advisor Networks LLC, one of the industry's leading independent broker-dealers and registered investment advisors, provides us with the support and resources necessary to help our clients navigate the financial markets. As an independent insurance firm, we work with many of the leading insurance carriers to provide our clients with a diverse portfolio of products and solutions. We are held to no sales quotas nor are we tied to selling any proprietary products. We have the freedom to recommend the financial solutions that best suit our clients' needs.
We provide assistance in the following areas:
- Private Asset Management
- ETF Solutions
- Mutual Funds
- Self-Directed Brokerage Accounts
- Separately Managed Accounts
- Exchange Traded Funds
- Individual Stocks
- Individual Bonds
- Tax-Managed Solutions
- Traditional Brokerage Accounts
- Direct Mutual Fund Accounts
- 529 College Savings Plans
- Alternative Investments
- Socially Responsible Portfolios
- Corporate Retirement Accounts
- 401(k) Plans
- Individual 401(k) Plans
- Money Purchase Plans
- Profit-Sharing Plans
- Cash Balance Plans
- Individual Retirement Accounts
- Rollover IRAs
- Traditional IRAs
- ROTH IRAs
- SIMPLE IRAs
- Simplified Employee Pension Plans (SEP)
- Business Solutions
- Group Medical, Dental, Life, Disability, Critical Illness, Long-Term Care Plans
- Health Savings Accounts (HSAs)
- Flexible Spending Accounts (FSAs)
- Section 125
- Buy/Sell Agreement Funding
- Executive Bonus Plans
- Key Person Planning
- Individual Solutions
- Life Insurance Strategies
- Disability Income Solutions
- Long-Term Care Options
- Tax-Deferred Income Strategies
- Tax-Free Income Strategies
- Special Needs Planning
- Financial Life Planning
- We employ a holistic process that puts our clients’ interests first.
- This process helps our clients clarify their values, priorities, circumstances, and aspirations.
- It seeks to increase our clients’ understanding of the habits and attitudes that facilitate their financial and life goals and support successful life transitions.
- We strive to understand each client’s unique set of values, priorities, challenges and opportunities in order to make the most appropriate financial recommendations.
- We seek to align our clients’ life goals with investment solutions that empower them to invest with purpose.