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Investment Management

Investment Management

Investment management is the administration of financial assets and other investments, which is more than just buying and selling. Investment management includes devising a short-, medium-, or long-term strategy for acquiring and disposing of portfolio holdings based on a client’s goals, time horizon, risk tolerance, among other objectives.

Among the most common investment products we deal with are:

  • Common Stocks
  • Bonds
  • Preferred Stocks
  • ETFs (Exchange Traded Funds)
  • Closed End Funds
  • Mutual Funds
Insurance Products

Insurance Products

We are able to utilize career insurance specialists at LPL, as well as product specialists at various insurance and annuity distributors in order to find which products are an ideal fit for our clients and their families. We are experienced with a variety of products, not limited to:

  • Life Insurance
  • LIRPs (Life Insurance Retirement Plan)
  • Fixed and Variable Annuities
  • Long Term Care Insurance
  • Buy/Sell Agreements
Financial Planning 

Financial Planning 

By using current known variables, we can work with you and your family to create a comprehensive evaluation of not only your current financial state, but also to estimate your future financial status and the various nuances that may come up. If you have a question or concern about anything financial, we will do our best to assist you. We specialize in the following areas:

  • Education Planning
  • Estate Planning
  • 401(k) Plans
  • Defined Benefit Plans
  • Profit Share
  • Executive Deferred Compensation Plans
  • Tax Planning
Relationship Management 

Relationship Management 

We can coordinate our services with other professionals in your life, which can further facilitate the financial planning process, making it easier on not only you, but them as well. We regularly work with our client's:

  • CPAs and/or tax preparers
  • Trust Attorneys
  • Real Estate and Mortgage professionals
Account Services 

Account Services 

Our team will be able to assist with various account types for whatever suits your needs or the needs of your family members. Some of the most common accounts and services we assist with are:

  • Brokerage Accounts
  • IRA Accounts
  • SEP IRA Accounts
  • 529 Plans
  • TOD (Transfer Upon Death)
  • Trust Accounts
  • Check Writing
  • Individual (k) Accounts