Our Services

 

Financial planning is a process of meeting your life goals through proper management of your finances. Life goals can include buying a home, saving for child's education/wedding, planning for retirement and/or protecting personal and family income.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

 

*Investment Products & Services:         

  • Stocks,Bonds, Mutual funds, Variable annuities
  • Investment management
  • Retirement strategies (401k, IRA)
  • Elder/Estate planning
  • College savings plans (529)
  • Tax deferred/efficient strategies

Insurance programs:

  • Family Life Insurance; Term, Whole Life, Universal Life
  • Long Term Care Insurance
  • Mortgage Protection from loss of income or because of disability
  • Fixed Annuities; Tax  defferred or immediate income

**Mortgage Programs:

  • Call for Free Pre Approval (NMLS # 984631)
  • Competitive Rates.
  • Low Down Payment Options for Qualified Buyers
  • No Lender Fees for Select Professionals
  • Conventional, FHA, VA & 203K Loans
  • Loans for Primary, Secondary and Investment Properties
  • Condos/Co-ops
  • Reverse Mortgages
  • Commercial Mortgage, Purchase & RefinanceRefinanceRefinance 

Call for Free Pre Approval
Competitive Rates.
Low Down Payment Options for Qualified Buyers.
No Lender Fees for Select Professionals.
Conventional, FHA, VA & 203K Loans
Loans for Primary, Secondary and Investment Properties.
Condos/Co-ops
Reverse Mortgages