Portfolio Management

A team of Financial and Estate Planners, Analysts and Insurance Specialists, identify and prioritize short and long-term goals to develop a customized financial plan. We identify a client's specific goals and risk tolerance to develop an asset allocation of appropriate investments and constantly monitor all portfolios to make adjustments based on changing financial needs and market conditions.

Services
Prestige Platinum Account
Retirement Planning: IRA, Roth IRA
College Planning: 529, UTMA/UGMA, Education IRA
Wealth Management
Estate & Financial Planning: Trusts, Annuities, Wills

Investments
Fixed Income Securities: Muni's, Corporates, FNMA, GNMA,CD
Equities & Equity IPO's
Mutual Funds
Alternative Investments

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