Strategies for Individuals

Investment Management

When we Manage Your Portfolio, together we can choose from over 200 Professional Money Managers and have as many as you would like (subject to lower minimums) all inside one account with just one statement. We can substitute managers without transferring your account with little, if any, paperwork. You will also receive account aggregation software so you can view all of your accounts in one place at no additional charge.

Life Insurance, Disability and Long Term Care Insurance

When you use us for Insurance you get to choose among over 40 top insurance companies in the world. NY Life , Prudential, Principal Financial Group, MetLife, etc etc etc. Why limit yourself to just one company? New products and features are being developed inside these companies at a rapidly growing rate. Let these companies compete for your business and provide yourself with more choices.

Estate Planning and Vital Document Procurement

We review your current documents relative to your family tree, wants, needs and objectives. We make suggestions on changes and/or new documents that can help reduce or eliminate unnecessary estate taxes and protect your family from creditors and divorce. We can negotiate with estate attorneys and make recommendations to get them procured and executed. We only recommend flat fee attorneys and can usually get you a reduced cost as much of the work is completed by us.


  • Living Expense Analysis
  • Retirement Success Probability Analysis
  • Efficient Frontier Risk and Return Assessment
  • Risk Profiling and Assessment
  • Wants, Needs, and Objectives Analysis
  • Personal Values Analysis
  • Insurance Analysis, Life, Health, Long Term Care
  • Charitable Planning
  • Business Succession
  • Estate Planning
  • Irrevocable Trusts
  • Asset Protection from Divorce and Creditors
  • Estate and Income Tax Planning
  • Asset Allocation and Investment Analysis


  • Separately Managed Accounts and Unified Managed Accounts
  • Mutual Funds and WRAP Accounts
  • Corporate and Municipal Bonds
  • 401k', IRA's, SEP's etc
  • Life Insurance
  • Company Health Insurance and Benefits
  • Deferred Comp
  • Real Estate Investment Trusts
  • Build a Personal Pension with Guaranteed Income For Life.
  • Variable and Fixed Annuities
  • Long Term Care Insurance
  • Oil and Gas Limited Partnerships
  • Alternative Investments
  • Unit Investment Trusts
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck