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