Service of Managing Money

We cover various money managing related products from Retirement Plans and Education Options to Securities Brokerage and Investments. The following are the list of most used products we provide from various companies. Based on company's specific product's strength and weakness, we'll analyze your individual situation and find the most appropriate products to full fill your needs.  Should you need more detailed information or would like to discuss each product, please fill out the form in  contact us.

Retirement & Education Options

• Traditional IRA / SEP IRA
• Roth IRA
• SIMPLE IRA
• Conventional 401 K
• Profit Sharing
• 403B Plan
• Coverdell Education Savings Account
• 529 Education Plans
• 412 (i) plan

Investments*

• Mutual Funds
• Common / Preferred Stocks
• Corporate / Municipal Bonds
• U.S. Government Securities
• Mortgage-backed Securities
• CDs
• Limited Partnership
• Unit Investment Trusts

Annuities

• Fixed Annuities
• Indexed Annuities
• Variable Annuities

Securities Brokerage Accounts*

• Regular Brokerage Account
• Self-Directed IRAs
• Asset Management Programs

Alternative Investments

• Non-traded REITs (Real Estate Investment Trust)
• Real Estate 
• Managed Futures