Personal Financial Management:

Financial Planning Services:

• Fee-Based Advisory Services

• Portfolio and Investment Analysis

• College Funding

• Estate Planning and Transfer Techniques


 

Risk Management and Insurance:

• Risk Management & Insurance Planning

• Annuity

• Long Term Care Insurance


 

Retirement Planning:

• Qualified Plan and 401K Rollovers

• Social Security Benefits (including Medicare Solutions)

  • Medicare Supplements

  • Medicare Advantage

  • Part D

  • Dental

  • Hospital Indemnity

  
   

   

• When Should I Apply for Benefits?

• What Is The Best Age To Apply?

• How Can I Coordinate Benefits With My Spouse?

• What's My Cost If I Take My Benefit Early?

• If I delay, How Much More Will I Earn?

• How Does The Survivor Benefits Work?

• If I Am Divorced, Can I Claim Of My Ex-Spouse?


 

Alternative Investments:

• REITs

• Oil and Gas Partnerships

• Equipment Leasing funds

• Private Placements

• Non-Traded REITs

• Oil & Gas Partnerships

• Equipment Leasing Funds