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Individuals & Families

Whether you are an affluent individual, who may require more comprehensive tax, legal, finance, banking, risk management or insurance solutions or you are just starting out and want to begin a discussion about saving for retirement or planning for your children's college, our team of professional consultants & providers can offer personalized concierge services and entree to a wide choice of financial services, products and innovative strategies, which are supported by some of the industry’s most sophisticated analysis, tools and technology. Our strategic alliances with institutional grade partners, allows our clients to benefit from a deep pool of resources and expertise across multiple planning disciplines. In this manner, we are able to help our clients manage their financial planning from a risk management, profitability and longevity aspect in order to meet short and long-term financial objectives.

We provide expert assistance in the following areas:

  • Retirement  *  Learn More
  • Wealth Creation
  • Tax Planning *  Learn More 
  • Income Solutions
  • Life Insurance  *
  • Individual Retirement Plans (IRA)
  • SEP IRA (Self Employment Plans)
  • Mutual Funds
  • Annuities
  • College Savings 7702 Plans *  Learn More
  • Estate Planning *
  • Legacy Planning *
  • Trust Services
  • Charitable Trusts
  • Multi-Generational Family Planning *
  • Asset Protection
  • Risk Management
  • Financing for Estate & Legacy Planning *  Learn More
  • Financing for Life Insurance *  Learn More