Broker Check
     
      Towson, MD 
     
Office: (410) 616-9048
      Cape May, NJ
      Office: (609) 884-8085

      

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • ETF's
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Fixed & Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans

Insurance

 

         Disability Income Insurance

  • Life Insurance
  • Long-Term-Care Insurance

Business Consultation and Tax Preparation

  • Individual and business tax consultation
  • Business valuations
  • Buy and sell business valuations for banks and financial institutions
  • Individual and business tax preparation (federal & state)
  • IRS compliance and representation services

Other Services

  • Asset Allocation analysis and strategies
  • Investment manager and mutual fund search and recommendations
  • Performance and risk evaluations
  • Assistance with development and review of investment policy statements