Investment and Insurance Services We Use
*Alternative Investments that include-
Business Development Companies
Equipment Leasing programs
Oil and Gas Royalty programs
*Alternative investments are only offered to sophisticated investors that meet minimum income, networth and other specific suitability requirements.
Bank CD’s and Money Market account’s
Money Market accounts denominated in foreign currencies
Retirement Accounts- Traditional and Roth IRA’s, Simple, SEP’s and individual 401k’s
Annuities: Variable annuities, Deferred and Immediate annuities with lifetime income choices
Life Insurance: Very competitively priced Life Insurance, including Term, Universal Life, Whole Life, and Variable policies
Long-Term Care Insurance: Comprehensive coverage that reimburses some or all of the costs of care received in settings such as the home, alternate living facilities or nursing facilities.
Disability Insurance or Health Insurance Products: covering total or partial disability of professionals, business executives, small business owners and individuals. Individual major medical coverage, short term policy or small group health coverage
Discounted Income Tax preparation for investment clients