Our firm provides financial help in the following areas:
FEE BASED FINANCIAL PLANNING:
- Personal Financial Planning
-
Business Financial Planning
- Investment Management Plannning
- Retirement Distribution Planning
- Estate Planning
SERVICES OFFERED:
- Rollovers and Account Transfers
- Corporate, Non-corporate, & Partnership Accounts
- Joint Accounts (JTROS, TOD, & JTWROS)
- Stock & Mutual Fund
review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Distribution Techniques
- Retirement Distribution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning
- Premium Financing for qualified participants
INVESTMENTS:
- Real-estate Investment Trusts
- 1031 Exchanges
- Brokerage Certificates of Deposit, (CD’s)
- Stocks, Bonds, Mutual Funds
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- Retirement plans
- 401(k) plan
- Money Purchase Plan
- Profit Sharing Plan
- Simple Employer
Pension Plan - SEP
- Simple IRA
- Traditional IRA
- Roth IRA
- 529 Plans, UGMA/UTMA Accounts, & Educational IRA's
INSURANCE:
- Life Insurance (Term, Permanent, Individual & Group Contracts)
- Long Term Care Insurance (Individual & Group Contracts)
- Disability Insurance (Individual, Group, BOE Contracts, & DI buy outs)
WE ALSO OFFER PUBLIC
SPEAKING AND WORKSHOPS:
- Understanding the Business Life Cycle
- Bonds Interest Rates and FourSight Presentation
- Six Simple Steps for Building Financial Security Presentation
- Stocks Bonds and Inflation Over Time Presentation
- Understanding your Employer Sponsored Plan Presentation
- Columbia, NY 529 Plan Seminar
- Estate Preservation Strategies Seminar
- Executive Supplemental Disability Insurance Seminar
- Golf Etiquette
- Financial Choices That Matter Most
- Financial Planning Seminar
- Shaping Your Financial Future Seminar
- 2007 IRA Seminar
- Life Insurance 101
- Retirement Red Zone, How to Guarantee Income
- Retirement Roadblocks Seminar
- Rollover Seminar
- 5 Levels of Estate Planning Seminar.
- Restrictive Executive Bonus Arrangement Seminar_REBA
- Supplementing Retirement Income Presentation
- 10 Steps To Being A Savvy Retiree Seminar
- 19 Single Employer Welfare Benefit Plans Seminar
- 5 Levels of Estate Planning Seminar
- Business Continuation Seminar
- Business Insurance_Buy-Sell Arrangements_Focus on Partnerships
- College Sence 529 Power Point
- Don’t Try to Predict the Stock Market Seminar
- Equity Incentive Plans Seminar
- Estate Traps for Resident Non-Citizens Seminar
- IRS Section 72(t)(q)(v) Seminar
- Liberty Mutual_Bright Lights, Big Problem Seminar
- Lifestyles of the Rich and Insurable Seminar
- LTC Short Course Seminar
- LTC Women's Seminar
- Understanding Financial Cycles
- Non-Qualified Deferred Compensation Plans and Corporate Owned Insurance
- Non-Qualified Deferred Compensation Plans Seminar
- Non-Qualified Deferred Compinsation_IRS 409A Understanding
- Star 50 Presentation Seminar
- Stock Option Plans Seminar
- Understanding Business Succession Strategies
- Valuation of Closely Held Businesses Seminar
- When is the Best Time to Invest Seminar
- Understanding Charitable Giving Seminar
If you have any questions or would like some
additional information please send an email or give us a call.
