Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Here are a list of ours services.  If you have any questions, just give us a call.  We are here to help!

 

INVESTMENTS

  • Stocks & Bonds
  • Alternative Investments
  • Fixed, Variable, & Equity Indexed Annuities
  • Managed Portfolios
  • Oil & Gas Energy Programs
  • Equipment Leasing Programs
  • Business Development Corporations

REAL ESTATE

  • Real Estate Investment Trusts (REITs) in various assets classes
  • Alternative Investments
  • Limited Partnerships

BANKING

  • High Yield Checking & Savings Accounts
  • Structured CDs

RETIREMENT PLANNING

  • Traditional, Roth, and SEP IRA
  • Tax Efficient Investments
  • Capital Gains Tax Deferral
  • Qualified Retirement Plans
  • College Planning (529 Plans)

INSURANCE

  • Life Insurance Strategies
  • Disability Insurance
  • Long Term Care Insurance

ESTATE PLANNING

  • Living Trusts
  • Life Insurance Trusts
  • Charitable Remainder Trusts
  • Private Foundations

 

CA Insurance License # 0F70278