Our Services

Consistent with our philosophy of full integration and in an effort to provide our clients with the ability to have all their financial needs handled in a timely, cost-effective manner, the following is a list of services that we provide:

 

 

FOR THE INDIVIDUAL   

  • Financial Planning 

  • Investment & Portfolio Management

  • Retirement Planning & Strategies 

  • Individual Retirement Accounts (IRAs)

  • Money Market Funds with Check writing and debit card privileges

  • Life and Disability Insurance

  • Long Term Care/Nursing Home Insurance

  • Annuities - Fixed and Variable

  • Income tax Preparation ** 

  • Tax Planning and Estate Planning **

 

FOR THE BUSINESS AND PROFESSIONAL CLIENT      

  • Pension & Profit Sharing Retirement Plans

  • Keogh, SEP's, 401(K), SIMPLE Plans

  • Non-Qualified Deferred Compensation Arrangements

  • Business Investment Accounts

  • Life and Disability Insurance

  • Succession Planning **

  • Tax Planning **

  • Tax Preparation **    

 

 

** Services offered through our full service Certified Public Accounting Firm affiliate, Marsan Associates, PC