OVERVIEW

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We are a full-service firm that provides financial services, tax planning, retirement planning, college planning, and estate planning.

We offer fee-based management accounts, and we offer free ongoing consultations for our asset management clients.

As an added value to our clients, we have established professional alliances with a CPA and an estate planning attorney.

We offer a full range of quality investment products and services through our Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®, member FINRA, including:

  • Full-Service Stocks and Bonds
  • Retirement Plans, including traditional and Roth IRAs, SIMPLE Plans,
  • SEP and 401(k) plans, among others
  • Retirement Plan Rollover Strategies
  • Managed Investment Accounts
  • Mutual Funds (taxable and tax-free)
  • Fixed and Variable Annuities
  • Life Insurance for Estate Planning
  • Disability, Accident, Health, and Long-Term Care Insurance
  • Charitable Giving Strategies via Trusts and Foundations
  • Money Market Accounts