Services

We provide the education and understanding our clients are seeking and focus on solution-based planning. Our comprehensive services include:

Financial Planning

Retirement Planning
Investment and Portfolio Management
Income Planning
Education Funding
Cash Flow Optimization

Wealth Management*

Mutual Funds
Exchange Traded Funds (ETFs)
Indexed Funds
Stocks
Bonds
Variable and Fixed Annuities
Government Securities
Brokerage Accounts
Fee-Based Accounts

Estate Planning

Wills and Living Trusts
Tax-Minimization
Probate Planning
Special Needs Planning

Insurance

Life Insurance
Long-Term Care Insurance
Disability Insurance

Small Business Planning

Executive Benefits
Employee Benefits (Health, Disability, Dental)
Succession Planning
Buy / Sell Agreements
Retirement Plans (401K)

Wealth Steps™: Financial Wellness Training

We provide complimentary wellness training to organizations, businesses, and schools ( http://www.wealthstepsresources.com/resources/HRIntro.mp4 )
The program focuses on the core aspects of a financial plan often not taught in our country; Importance of Saving, Protecting Assets, Recognizing “Life Events” happen, and Effectively Managing Debt
Participants are provided their own personal and secure website to help facilitate learning and understand strengths and weaknesses in their financial world.
Participants have access, only if desired, to a member of the team for personal consultation
Contact us to learn more about this innovative and valuable program for your employees

We are passionate about helping our clients and acting as a trusted partner that you can turn to for honest financial advice. We look forward to working with you.

*Wealth Management is offered through Park Avenue Securities