Services

Independent Solutions developed and tailored for individual needs. Solutions include:

• Financial Planning
  
• Defining Investment Risk Tolerance
  
• Asset Allocation – Models and Strategies for Diversification
  
• Investment Advisory Services
  
• Retirement Distribution Planning including Social Security claim strategies and pension planning.
  
• Stretch IRA’s and Wealth Transfer
  
• Full service brokerage accounts
  
• Stocks, Bonds, Mutual Funds, Annuities and Real Estate Investment Trusts (REITS)
  
• Licensed Insurance broker