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Offering Advice Concerning *
· Equity and Fixed Income
· Mutual Funds
· Separate Account Management
· Exchange Traded Funds
· Insurance and Annuities
· Mortgages
· Private Equity
· Options
· Limited Partnerships
· Unit Investment Trusts
· Closed End Funds
· Covered Options
· Municipal Securities
· Corporate Debt Offerings
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Wealth Management Services
· Private Family Office
· Investment Policy Statement
· Asset Allocation Strategies
· Tactical Allocation Strategies
· Risk Management Strategies
· Trust Administration Services
· Portfolio Analysis and Review
· Second Opinion Reviews
· Consolidated Reporting
· Tax and Estate Planning
· Comprehensive Financial Planning
· Elder Care Planning
· Generational Trust Planning
· Third Party Financial Negotiations
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Executive Services
· 401K, Profit Sharing & Qualified Plan Design
· Business Management Consulting
· Non-Qualified Deferred Compensation Planning
· Sales of Restricted and Control Stock Strategies
· Retirement Plan Services
· Cash Management
· Employee Stock Option Plans
· Buybacks /Employee Purchase
· Business Succession Planning
· Employee Stock Purchase Plans
· Defined Benefit Plans
· Corporate Tax Minimization Strategies
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