Portfolio Management

• Asset allocation
• Individual stocks, bonds, mutual funds, exchange traded funds (ETF’s), CD’s
• Fund management and review
• Tax efficient strategies
• Cash management strategies

Retirement Planning

• Rollovers
• 401(k) Plans
• SIMPLE IRA Plans
• Pension Plans
• Individual retirement plans (IRA’s, Roth IRA’s, SEP IRA’s)

Insurance Strategies and Risk Management

• Whole, Universal and Term Policy Insurance strategies
• Fixed/Variable Annuity strategies
• Long Term Care

Employee Benefit and Stock Option Strategies

• Restricted stock unit (RSU) strategies
• Company stock option analysis
• Concentrated stock positions