Our Services

  • Retirement Income Planning
  • IRA/401(k)/403(b) Pension distribution planning
  • Retirement cash flow analysis
  • Retirement Plan Services
  • IRA's
  • 401(k)'s
  • 403(b)'s
  • Simple IRA's
  • Executive Benefits
  • Investment Management
  • IRA's
  • 401(k)'s
  • 403(b)'s
  • Mutual Funds
  • Tax Managed Accounts
  • Asset Allocation
  • Risk Reduction Strategies
  • Estate Planning / Wealth Transfer
  • Wills & Trusts
  • Charitable Giving
  • Insurance Services - Group & Individual
  • Medical
  • Life
  • NYS DBL
  • Disability
  • Dental
  • Long Term Care
  • Education Fund Planning
  • 529 College Savings Plans
  • UTMA/UGMA Accounts

We pride ourselves in working with qualified tax and legal counsel to build the most appropriate programs for our clients, whether on a corporate or individual basis.

Insurance licensed in Georgia, New York, North Carolina and South Carolina.