Services
Robert can provide counsel, guidance and help in the following areas:
- Financial & Tax Planning
- Investment Planning, Research & Management
- Personal & Business Retirement Plan Design & Structure
- Retirement Distribution Planning
- Social Security Analysis & Planning
- Estate & Charitable Planning
- Insurance Needs Analysis
Products:
- Money Market Funds & Savings Accounts
- Mutual Funds
- Stocks & Bonds
- UTMA Accounts & 529 College Plans
- Fixed & Variable Annuities
- Traditional IRAs & Roth IRAs
- SEP, Simple, Profit Sharing Plan, 401K
- Define Benefit Plans
- Life & Disabilty Insurance
- Long Term Care Insurance