Providing Services to Fit Your Needs

Products and Services

Products and Services to Help You on Your Journey

Investments:

Quantitative institutional class tactical portfolios provided by Sera Capital Management, LLC

  • Our Bonds and Volatility Portfolios
  • Tactical Fixed Income Trading
  • Dual Momentum Tactical Equity Portfolios

Financial Planning: (see additonal informaton below)

  • Retirement Planning
  • Estate Planning and Trust Services
  • College Planning

Insurance:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group and Individual Health Insurance

We offer a no fee dynamic financial planning process (see the Financial Planning section) along with our partners at Sera Capital Management, LLC

Financial Services
Financial Services
Advanced Tax Planning
Tax Planning You Won't Find On Main Street