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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