Our Services

Consistent with our philosophy of full integration and in an effort to provide our clients with the ability to have all their financial needs handled in timely, cost effective manner, the following is a list of services that we provide:

      FOR THE INDIVIDUAL                    

  • Financial Planning 

  • Investment & Portfolio Management

  • Retirement Planning & Strategies 

  • Individual Retirement Accounts (IRAs)

  • Money Market Funds with Check writing and debit card privileges

  • Life and Disability Insurance

  • Long Term Care/Nursing Home Insurance

  • Annuities - Fixed and Variable

  • Income tax Preparation ** 

  • Tax Planning and Estate Planning **

 FOR THE BUSINESS AND PROFESSIONAL CLIENT      

  • Pension & Profit Sharing Retirement Plans

  • Keogh, SEP's, 401(K), SIMPLE Plans

  • Non-Qualified Deferred Compensation Arrangements

  • Business Investment Accounts

  • Life and Disability Insurance

  • Succession Planning **

  • Tax Planning **

  • Tax Preparation **    

** Services offered through our full service Certified Public Accounting Firm affiliate, Marsan Associates, PC