INDIVIDUALS

We provide the following services for individual clients as well as trusts, corporations, and other legal entities. We provide access to both commission- and fee-based products and services.

Traditional Investments

  • Traditional Brokerage Services
  • Traditional and Roth IRAs
  • 401(k) Rollovers
  • Periodic Investment Plans
  • 529 College Savings Plans

Fee-Based Wealth Management

  • Custom Managed Accounts
  • Separately Managed Accounts
  • Managed Stock Portfolios
  • Managed ETF and Mutual Fund Portfolios

Alternative Investments (some restrictions may apply)

  • Real Estate Investment Trusts
  • Managed Futures
  • Oil and Gas Programs
  • Private Equity Funds
  • Hedge Funds
  • Leasing Programs
  • Commodities Exposure

Fee-Based Financial Planning

  • Financial Consulting
  • Comprehensive Financial Planning
  • Investment Consulting
  • Retirement Planning
  • Business Planning
  • Education Planning
  • Portfolio Construction

Insurance Products

  • Fixed and Variable Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance