Broker Check

Personal Strategies

We work with individuals and families through all phases of life, including wealth accumulation, preservation, and distribution. Through our services, we assist clients with:

Protection Planning

We believe every financial plan should focus on protecting our clients' assets. Understanding how insurance works is imperative to properly selecting which financial instruments will work best for our clients and their families. In developing a comprehensive financial plan, we help clients address their insurance needs and assess appropriate options, including:

  • Long-Term Disability Insurance
  • Term Life Insurance
  • Permanent Life Insurance
  • Long-Term Care Insurance
  • Annuities

Financial Planning

Financial planning refers to the holistic process of identifying financial goals and creating a strategy geared toward achieving financial balance. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We are able to assist clients with:

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Charitable Giving
  • Debt Elimination
  • Wealth Distribution

Investment Management*

Through wealth management, we help clients build a portfolio that produces an appropriate diversification based on the client’s goals and risk tolerance. We are able to assist clients with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Certificates of Deposit (FDIC)
  • Advisory Accounts
  • Access to Institutional Money Managers

Clients leverage our experience to help them steer clear of short-lived investment fads and market timing methods that are commonly followed. The strategies that we employ have navigated both the best and worst market conditions over the past few decades and place an emphasis on risk management and diversification.

*Investment advisory services offered through Park Avenue Securities.