Products and Services

Products and Services to Help You on Your Journey

Investments:

  • Brokerage Account: Stocks, Bonds, Mutual Funds and Government Securities
  • Managed Account Programs 
  • Annuities
  • Alternative Investments: REIT, Equipment Leasing, Oil and Gas Energy, Unit Investment Trusts, Note Programs, Structured Products, and Tax Credit Programs 

Financial Planning: (see additonal informaton below)

  • Retirement Planning: Traditional IRA, Roth IRA, SEP-IRA, 401(K), Cash Balance Plan, and Profit Sharing Plan
  • 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 quantitative institutional class tactical portfolios provided by Sera Capital Management, LLC, a Registered Investment Advisor.

Financial Services