We Are the Authority On:
- Retirement Planning
- Income Planning For a Lifetime
- Roth IRA Conversions
- Lump Sum Rollovers
- Executive Transition Financial Planning
- Private Business Transitions
- Stock Option Planning
- Life Insurance, Estate Planning
- Compensation choices:
- Fee based % of investment portfolio
- Flat fee for specific planning engagements
- Transactional brokerage, commission based
*Before making an investment or financial decision, contact us or call us for a complimentary consultation 860-245-9525
