Alternative Investment Opportunities
We are constantly looking for different and exciting ways to invest our clients’ moneys. Every now and then we come across worthy opportunities, we pass on many others. We always ask: “would we invest our own moneys in this venture” before recommending to our clients.
We are presently evaluating a number of truly amazing deals which will be described once we have gone through our internal vetting methods. These opportunities usually involve registered securities and will have gone through the rigorous registration procedures that are required for each.
Individual Services
- Financial Planning
- Exit strategies from IRA, 401k's & other qualified plans
- Planning for the appropriate use of equity in real estate
- Strategies for the term reduction of your mortgage without increase in your present payment schedule (reduce the years by 1/2 to 2/3rds)
- Premium financing of life insurance
- Life settlements: we broker the sale of unneeded or unwanted policies
- Life insurance you actually WANT to buy versus the typical sold due to a particular NEED
- Strategy for the "tax free" withdrawals from retirement plans
- Outstanding alternatives to bank CD's
- Mutual Funds, Variable Annuities, Variable Universal Life Insurance
- Proprietary Formulaic Investment Funds
- Alternative Investment opportunities
- Long Term Care and Disability Insurance
- Pension & Retirement Planning
- Estate Planning & Probate Avoidance Strategies
