SMART PLANNING LEADS TO SMART INVESTMENTS.
Our Brokerage Services: We offer a wide array of accounts and investment options. We determine the most appropriate accounts and investments based on a series of conversations with our clients.
Account Types include:
- IRAs: Traditional, Roth, SIMPLE, SEP
- Trust Accounts
- Corporate Accounts
- Custodial Accounts
- Direct Accounts
- 529 College Savings Plans
Investment Options include:
- Bonds (Municipals, Treasuries, Corporates)
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Closed End Funds
- Real Estate Investment Trusts (REITs)