Our Services

Helping people manage all aspects of their wealth by holistic planning through a diverse menu of services and products:

? Investment and Wealth Management
 
? Fee based planning / consulting (hourly)
 
? Retirement Planning
 
? Divorce Planning (before, during and after)
 
? Estate Planning Strategies
 
? Asset Protection Planning
 
? Business Continuation and Buy/Sell Funding
 
? Life Insurance (Individual and Group)
 
? Disability Income Insurance (Individual and Group)
 
? Long Term Care Insurance (Individual and Group)
 
? Health Insurance (Individual and Group)
 
? Annuities
 
? Educational Funding
 
? Structured Settlements and Settlement Planning (Provided in conjunction with AXA’s Settlement Planning Group)