Personal Solutions

Our goal is simple
Build and maintain wealth.

Customized Advisor
Managed Accounts
Access to Leading
Money Managers
Performance Monitoring
and Reporting

Let us help with the following financial needs...

Solutions for Individuals

Retirement Income
I need a reliable stream of income in retirement, how can I set that up and minimize risk?
Retirement Longevity
I want my money to last through retirement.
Capital Gains
I need to shelter my capital gains from real estate.
Tax Reduction
I need investments that also reduce my taxes.
Investment Safety
I want investments that are not affected by the stock market.
Foreign National Investing
I’m not a US citizen, but still want to invest.
Money for Healthcare
I want to make sure I can pay for health care costs for myself or a loved one.
Family Education
I want to pay for my children or grand children’s education.
Financial Planning
I need guidance to manage my finances today and plan for tomorrow and make sure I’m on track.
Social Issue Investments
I want my investments to align with social issues and causes that are important to me.
Life Insurance
I want life insurance to protect what’s important to me.
Legacy Family Care
I want to protect my assets to provide for loved ones after I’m gone.
FDIC Protection
I need cash account FDIC protection beyond $250,000.
Investment Solutions

Individuals & Families

  • IRAs / SEPs
  • 403b
  • 401k Solo and Corporate
  • REITs
  • BDCs
  • Oil & Gas Tax Shelters
  • 1031 Exchange
  • Non-Traded Bonds
  • Non-Traded Preferred Stocks
Investment Solutions

Individuals & Families

  • Stocks:
    Publicly Traded, Foreign  and IPOs
  • Bonds:
    Municipal, Corporate, US, Mortgage Backed
  • Fixed Income Portfolios
  • Tax-Free Income Portfolios
  • Mutual Funds and ETFs
  • 529 College Savings
Insurance Solutions

Individuals & Families

  • Foreign Nationals - VL
  • No Physical to $3M - VL
  • Estate Planning (ILITs)
  • Long Term Care Insurance
  • Life Insurance:
    Death Benefit or Retirement Income
  • Annuities – VA
It's Your Future, Let's Get Started Today