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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

INVESTMENT MANAGEMENT SERVICES

INVESTMENT MANAGEMENT STYLES

ACCOUNT ADVISORY SERVICES

Active Investment Management

Scheduled annual reviews, advisors held to fiduciary standard, advisor granted discretionary trading responsibilities, inclusive annual managed assets percentage-based fee.

BROKERAGE SERVICES

Passive Investment Management

Advisors held to best interest or suitability standard, client responsible for initiation of all trades, transactional commissions and fees

INVESTMENT PRODUCTS

EQUITY & FIXED INCOME INVESTMENTS
  • Mutual Funds
  • Stocks
  • Options
  • Bonds
  • Structured Investments
  • ETFs
INSURANCE
  • Annuities - Immediate, Variable, Fixed and Indexed
  • Insurance - Term, Universal, Variable, Whole
  • LTC (Long Term Care)
  • Disability
  • Buy/Sell Agreement

ACCOUNT TYPES

RETIREMENT ACCOUNTS
  • Traditional IRA
  • Beneficiary IRA
  • ROth IRA
  • 401K
  • 457
  • 403(b)/TSA plans
  • Simple IRA
  • SEP (Simplified Employee Pension Plan)
  • Defined Benefit Plans
  • Government Employee Plans
NON-RETIREMENT ACCOUNTS
  • Individual Trusts
  • Individual TOD
  • JTWROS
  • UTMA/UGMA
EDUCATIONAL SAVINGS ACCOUNTS
  • 529 College Savings
  • Coverdell Education Savings