Services & prices

Financial and Retirement Planning
We develop long-term relationships with our clients.Our approach is all about simplifying...
Stocks, Bonds, and Mutual Funds
That said, stocks come in many different flavors. They represent all industries, with...
Long Term Care – Life Insurance
Long-term care insurance is often a tough sell. Many people don’t want to pay premiums on...
Tax-Free Investments
For the moment, taxes on portfolios are modest. The federal rate is 15% on most dividends...
Managed Accounts
An investment account that is owned by an individual investor and looked after by a hired...
Traditional and Roth IRAs
Compare Traditional IRA vs Roth IRA side by side. Check income, contribution limits, tax...
Annuities
Are Annuities Good, Bad or Ugly? It depends on your needs, and on the type of annuity.
Profit Sharing Plans
Profit sharing plans can be a powerful tool in promoting financial security in retirement...
SEP Plans
A SEP plan allows employers to contribute to traditional IRAs (SEP-IRAs) set up for...
Marketing Services
Services marketing is a sub-field of marketing, which can be split into the two main...