Investment Advisory Services for Individuals' 401(k)s, mutual funds, etc.
Seeking above average returns for clients utilizing "Active Portfolio Management" instead of "Buy and Hold"

Investment Advisory for Company Pension Plans, and their employees
Presenting the well-known Seminar "Active Portfolio Management" to employee groups to help enhance the returns of their 401(k) and other investments

Investment implementation of Mutual Funds, IRAs, Safe Money Investing, College Planning, etc.
Helping individuals and pension plans in selection of the best investment for Safety, Performance and Tax Benefits

Tax Max Program for CPAs and Tax Accountants
Assisting individual tax preparers to recommend the best of "Guaranteed," and Tax Advantaged investment instruments to their clients

"Charitable Advantage Program" for Churches and Private Schools
A unique program that allows individual "Donors" to support their favorite Tax Exempt organization with NOTHING OUT-OF-POCKET Contributions

Enhanced Investment Management Services
Can provide clients with portfolio assessment, detailed recommendations, asset allocation, implementation, ongoing monitoring and review of the client's portfolio

Classic Service
Is used for 401(k) accounts that have restrictive policies: that is, they require many or all funds to be held for substantial time periods, otherwise penalties are imposed

Stock Trading Service
Whereby the Firm will provide active and frequent trading of stocks on a discretionary basis (only with client authorization)

Financial Planning Services
Are provided for individuals who do not desire intensive Investment Management Services or for clients not meeting the minimum Investment Management Portfolio size