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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
  • Structured Notes:

              Principal Protected Notes
              Growth notes
              Income Notes

  • 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 Equitable’s Settlement Planning Group)