Taxes

• Roth IRA
  Promote a full line of flexible, investor-focused accounts, featuring a broad range of self-directed investment choices.  Our clients can take advantage of such products as Individual Retirement Accounts (IRAs), Roth IRAs, Mutual Fund-Only IRAs, and Rollover IRAs, as well as Education and Health Savings Accounts and 403(b)(7) custodial accounts.  Additionally, you can tap into a comprehensive range of employer-sponsored plans, such as simplified employee pension (SEP) plans, salary reduction SEP (SARSEP) plans, savings incentive match plan for employers (SIMPLE) plans and qualified retirement plans, including 401(k), Individual(k), profit sharing and money purchase pension plans.

Investment

• Mutual Funds
  We can offer an opportunity to invest in one of the largest and most diverse selections of onshore and offshore mutual funds in the industry, by accessing more than 28,000 mutual funds from more than 800 fund families through our mutual fund supermarket.
• Bonds
• Wealth Management
  As a firm providing Wealth Management and Private Client services we are registered as both an Investment Advisor and a Broker-Dealer, offering both Investment Advisory and Brokerage services.  Although there are similarities among these services, the investment advisory programs we have are separate and distinct from our brokerage accounts.  These two styles of business are governed by different laws and separate contracts with you, the client.

Planning

• Retirement Planning
• Asset Management
  Comprehensive asset management, Corestone, combines all brokerage, checking, money market fund, and MasterCard debit card activity into a cohesive package, and consolidates the assets and transactions onto a monthly brokerage account statement.  Corestone is available in several packages, each offering different optional services, such as a reward program and online bill payment and presentment.
• Asset Protection