The firm is an SEC Registered Investment Advisor. We create and manage innovative investment funds ranging from Global Fixed Income products to Altenative investment Strategies. The firm uses a fund-of-funds platform to design its unique strategies.

I will work hard to find the best possible partnerhship that focuses on coverage and feasability. I like to keep things simple and straightforward. Show me the problem so we can resolve it to our satisfaction

Insurance broker - all lines

Financial planning, fee only asset management, qualified retirement plan, training and education.

Accounting and financial services. Insurance and related products

Investment Advisor

I am a veteran owned small business with 27 years of experience. I am a single source provider to Government Agencies for: Group Health, Life, Disability, Dental, Long Term Care, Vision, Flexible spending accounts, and Retirement Plans.

The principals of the firm possess experience with investment management, relocation services, M/WBE construction management and commercial construction materials supplier.

Worksite Finanacial Education, Employee Retirement Benefit Seminars, Comprehensive Financial Management Workshops

We specialize in consulting, analyzing, and assessing fiduciary practices of various types of entities, using ISO 19011 standard. We also provide retirement plan consulting and accounting.

PROVIDE FINANCIAL PLANNING SERVICE WHICH INCLUDE BENEFITS ANALYSIS FROM BASIS ENROLLMENT TO RETIREMENT PLANNING. PLANNING ALSO INCLUDES BUT IS NOT LIMITED TO NEEDS ANALYSIS AND PENSION MAXIMUMZATION.

CPA, tax, audit, employee benefits, hr, consulting, training, investment, insurance, retirement, pension

benefits consulting employee benefit agents & brokers employee benfits consulting

Insurance Agencies, Brokerages, Life Insurance, Disability Ins., Group Medical, Dental, Financial Planning, Portfolio Management, Investment Advice, CFP, DVBE, SDVO, Stocks, Bonds, Alternative invest., Annuities, Pensions

college planning, investment advice, retirement planning, risk management, financial planning, employee benefits, estate planning

Speciality Sales, Insurance, Life, Health, Medical, HMO, leasing, Retirements

Risk Management, Workers Compensation, Insurance, Disability, Nurse, Call Center, Claims, Medical, Vocational, Medicare, Survelliance, Case Management, Transportation, Translation, Transcription, Consulting, Professional

life insurance, financial planning, money management, income tax planning

Securties, Investment, Trading, Clearing, Portfolio Management, brokerage, settlement, Fiduciary

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