• Annual Face to Face financial review (in-person or web based) at client request
• Telephone review upon request (up to two per year)
• Cash Flow and Budget Analysis, when applicable
• Account and Policy Information Change and Service Forms preparation and processing
• Periodic Email Newsletter or Market commentary
• Investment Allocation tailored to Goal and Volatility targets
• Personalized Risk Assessment
• Continuous Investment Account internal data downloads for precision portfolio monitoring
• Access to Online Consolidated Account Site

*Transactional, commission, and/or Asset Based Fee revenue will be earned by the firm on Investment Accounts and Insurance Policies

• Brokerage Accounts
• Advisory and Asset based Fee accounts
• Individual Mutual Funds
• Individual Retirement Accounts
• Self Employed Retirement Plans
• Small Business Employer Sponsored Plans
• Large Employer Retirement Plans
• College Funding Accounts
• Alternative and Direct Participation Investments
• Real Estate Investment Trusts
• Structured Products and Market Linked Notes/CDs
• Variable, Fixed and Indexed Annuities
• Life Insurance