Broker Check

Our Services

Investment Management

  • Risk tolerance testing
  • Asset allocation study
  • Portfolio management
  • EE & HH Savings bonds analysis
  • Real estate limited partnerships & REITS

Retirement Planning

  • Retirement cash flow study
  • Social Security benefit estimates
  • IRA and IRA rollovers
  • Pension Plans
  • 401(k) plans
  • Simplified Employee Pensions (SEP)
  • Mortgage refinance analysis
  • Cash flow and budgeting

Financial Planning Services

  • Credit card and consumer spending counseling
  • Analysis of corporate downsizing severance packages
  • Coordination of attorney, CPA or tax consultants to form and effective professional service network

Risk Management

  • Medicare/Medicaid planning
  • Disability income insurance
  • Life insurance
  • Long-term-care & Nursing Home Insurance
  • Personal and Business liability (umbrella) coverage
  • Health Insurance
  • Medical Savings Accounts (MSA)

Estate Planning

  • Estate tax analysis and calculations
  • Use of Trusts to reduce estate and inheritance taxes
  • Last-to-die (survivorship) life insurance
  • Irrevocable life insurance trusts

Community Outreach

  • PreCana Speaker on “The Financial Planning of Marriage”
  • Rebuilding Together Annual House Captain
  • Wyckoff Chamber of Commerce