Investment Services
Investment Advice
Our goal is to grow investment dollars using an active, hands-on approach to managing your money. We use many product strategies to help generate tax-free and guaranteed income. As an independent financial advisor, we have the ability to show the full market place of options from the top companies in the country. You will always receive independent advice which puts your interests first.
Tax Savings
A key specialty of our firm is our ability to find tax reduction strategies for individuals and businesses. We offer ways for businesses to pull out funds from their companies on either
a tax-free or tax-favorable basis and have both expert estate and tax attorneys on retainer.
Consus 10TM
The Consus 10TM investment strategy is our portfolio of ten top S&P 500 stocks identified as top picks for the current market. Using a calculated method, this innovative investment option is designed to outperform the S&P 500 over time. The goal is to provide greater probability of investment growth which helps you catch up or exceed your current retirement income projections.
Financial Planning
We believe all clients must have a financial plan to achieve a successful retirement. A financial plan is essential to knowing how much you need to save, what investments are right for you and the rate of return you need to fulfill your retirement goals. Our team includes a Certified Financial Planner® professional and we are ready to listen to your goals. From retirement, corporate continuation, executive retirement to planned giving and saving for college, we are trained to help you develop a comprehensive financial plan to reach your goals.
High-Net-Worth Investors
& Corporate Executives
We provide investment services tailored specifically to preserve and grow assets for high-net-worth investors and corporate executives. These individuals benefit from:
• Continual evaluation of all financial assets and the impact
of corporate benefits on their retirement plan
• Four-pronged investment approach exercising Tactical, Traditional, Alpha and creditable Alternative investments that are designed to capitalize on opportunities while minimizing volatility and risk
• A team that includes expert estate and tax attorneys
to advise on Stock & Option Planning, Tax Reduction
Strategies, Hedging Concentrated Stock Positions,
Deferred Compensation Alternatives and Wealth Transfer
Business Owners
Business owners benefit from our comprehensive approach to financial planning as we partner with them and their teams to pay less taxes, save more money for retirement and for their families. We work to find opportunities such as:
• Tax Advantages for Owners, Officers and
Highly Compensated Executives
• Addition of 401(k)s, Profit Sharing and Pension Plans
• Administration and Benchmarking of 401(k)s
• Tax Efficient Ways to Access Retained Earnings
• Business Continuation & Executive Retirement Planning
• Private Placement & Premium Finance Life Insurance
Estate Planning
As part of your financial plan we offer advice, products and access to our legal and tax strategists to further protect you and your estate.
We make planning your estate simple by
covering these key areas:
• Wills
• Trusts
• Health Care Directives
• Disability, Illness and Elder Care Insurance
• Financial Power of Attorney
• Property Protection
• Beneficiary Forms
• Planned Giving
• Business and Asset Protection
• Ways to Mitigate Estate Taxes and Other Expenses