Financial Services

We provide assistance in the following areas:

Investment Management utilizing the following asset classes:
Stocks
Bonds
Cash
Real Estate
Commodities

 
Investment Vehicles:
Exchange Traded Funds
Mutual Funds
Common Stock
Bonds
Municipal Bonds
Government Securities
Certificates of Deposit
Money Market 

 
Account types for Individuals:
Traditional IRA
Roth IRA
Educational IRA
529 Plans
Health Savings Accounts

 
Retirement Accounts for Self Employed, Small Businesses:
SEP IRA
SIMPLE IRA
Individual 401k Plans
 
 
Qualified Plans:
401(k) Plans
Roth 401(K) Plans
Profit Sharing Plans
Money Purchase Plans
Defined Benefit Plans
Target benefit Pension Plan
Cash Balance Pension Plan

 
Also: 
Non-Qualified Deferred Compensation Plans

 
Consulting services:
Financial Planning
Risk Management
Retirement Planning
College Planning
Tax Planning
Social Security Planning
Pension Distribution Planning
Qualified Retirement Plan Consulting

 
Annuities:
Fixed Annuities
Variable Annuities
Immediate Annuities

 
Insurance:
Disability Income Insurance
Long Term Care Insurance
Life Insurance (Term, Fixed and Variable)

 
We can also provide planning and consulting regarding:
Federal Employee Pensions
        CSRS
        CSRS Offset
        FRS
State Pensions
        CALPRS
        CALSTRS
Social Security
Employer Sponsored Plans
        401(k)s
        Stock Options
        Company Stock
        Thrift Savings Plans
        457 Deferred Compensation