We provide a full range of portfolio management services including, but not limited to, the following types of accounts:  

• 401a
• 457
• IRA's
• IRA Rollovers
• Education Accounts
• Taxable Accounts 
• Deferred Retirement Option (D.R.O.P.) Accounts

Important Disclosure:  Before placing a client in a portfolio, risks of investing in the stock market are discussed and a risk questionnaire is completed.  The time-frame of investment and the objective of the account are also discussed.  Investors should carefully consider these items before investing.  The prospectus contains pertinent information about the funds.  To obtain a prospectus, please contact our office. 

• Retirement Timing Strategies
• Debt Management
• Income Strategies
• Pension Analysis
• Making your money last
• Estate Planning

• Budgeting
• Debt Management
• Kid's Education
• Prior service buy-back
• Goals
• Investment time-horizon and risk profile