Pension Planning:

• 401(k) plans

• Traditional profit sharing plan

• Simple IRA's

• Defined benefit retirement plans

Investment Advisory:

• Individual portfolio of stocks and bonds through Bank of New York/Mellon and Advisors Capital Management (ACM). 

• Equity and fixed income mutual funds

• International funds

• Tax free municipal bond funds

• Variable Annuities

• Life Insurance

• Traditional or Roth IRA's

Estate Planning Strategies with an Estate Planning Attorney:

• Powers of Attorney for health care and financial affairs

• Living Trusts

• Charitable Remainder Trusts

• Long Term Care

• Special Needs Trusts

• Beneficiary Irrevocable Trust

• Family Limited Partnerships

• Limited Liability Companies