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
Business
- Mutual Funds, Variable Annuities, Variable Universal Life Insurance
- Proprietary Formulaic Investment Funds
- Alternative Investment opportunities
- Pension & Retirement Planning
- Group benefit plans (health, disability, life, LTC)
- Funding for buy/sell agreements
- Succession planning
- Financing of real estate ventures: commercial, high-end residential, shopping centers, hotels. For qualified investors needing quick non-bank alternatives and speed. From $1 to $500 million.
- Corporate restructuring and general consulting for closely held entities.
