Our Services

Our Services

Our services include making an assessment of your entire portfolio and managing accounts  for growth, income, or a combination of both.

Our services to help you reach your goals include:

• A second opinion on current financial investments
• Advice on employee stock options
• Analysis of insurance needs
• Asset and investment management
• Cash-flow expense planning
• College funding strategies
• Estate planning
• Long-range and life-style planning
• Lump-sum distribution advice
• Retirement planning strategies

_{Securities offered through Syndicated Capital, Inc. Member FINRA/SIPC}

_{www.sipc.org and www.finra.org  and www.syndicatedcapital.com}