- Investment Planning
Assure your retirement income. - Executive Planning
Secure your family’s future. - Business Planning
Protect and grow your business. - Estate & Insurance Planning
Ensure your heirs are in good hands.
Investment Planning
- Assure retirement income through a proper investment portfolio and retirement plan fully aligned with your values.
- Get all the tax relief to which you are legally entitled — with no increased risk.
- Diversify among a variety of traditional and alternative investments through professional allocation in non-correlated asset classes.
Choose From:
- Values-based investments
- Individually managed accounts
- Mutual Funds — ask about screened funds!
- Individual Stocks
- Community Investment Opportunities
- Government Securities
- Corporate / Municipal Bonds
- Alternative Investments
- Hedge Funds
- Managed Futures
- Real Estate Investment Trusts (REITs)
Use a Variety of Investment Vehicles:
- IRA / SEP IRA, 401(k) Plans
- Defined Contribution Plans
- TOD Accounts
- Educational 529 College Savings Plans
- Coverdell Educational IRA Accounts
- Limited Partnerships
- Asset Management Accounts
- Charitable Remainder Trusts / Charitable Income Trusts
- Private Pension Plans
- Money Purchase and Profit Sharing Plans