Our Services

We provide a full array of comprehensive financial services.  Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.

Investment Services


We begin by getting a clear understanding of your overall financial goals and your goals for each investment account.  We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account.  To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:

  • Managed Accounts
  • Mutual Funds and ETFs
  • Individual Stocks and Bonds*
  • Individual, Joint, Trust accounts
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternatives Investments: various REIT & Energy offerings

Insurance Services

We discuss with you your general attitudes toward risk, underline various risks and review the various option to manage and / or mitigate various forms of risk.  We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies.  We can offer access to the following solutions:

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate Planning strategies

Employee Benefits

We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available.  We can propose solutions in the following areas:

Qualified Retirement Plans, Pension and Profit Sharing Plans:

  • 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
  • 403(b) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE Plans
  • Executive Deferred Compensation Plans
  • Cash Balance Plans:  integrated design with Defined Contribution Plans

Group Insurance

  • Health and Dental Care
  • Life Insurance
  • Short Term and Long Term Disability Income coverage
  • Long Term Care insurance

College Funding Strategies

 

Not all of our representatives are licensed and registered to offer all products and services listed above. 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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