Services

Whether preparing for retirement, a future college education or planning for your heirs and beneficiaries, your long-term financial plan can begin today. One of our financial consultants can assist you in developing an appropriate Wealth and Estate Planning strategy.

 

Our professionals are sensitive to the unique needs of today’s corporate executives as well as non-corporate executives. Whether it be concentrated equity positions or restricted stock, our professionals have access to a variety of financial planning services including

 

Investment Services

Cash Management » Equities » Estate Planning/Wealth Preservation » Fee-Based Solutions » Fixed Income » Insurance » Investment Banking » Managed Money Programs » Mutual Funds » Retirement Services »

 

Estate Planning/Wealth Preservation

 

Pension Plan Analysis

 

Profit Sharing Analysis

 

Education Planning/529 Plans

 

Financial Plan updates

 

Legacy Planning

 

Execution of strategies with your tax and legal advisors

 

Structured Products

 

Individual Retirement Solutions

  • Traditional IRA
  • Roth IRA
  • Rollover IRA

 

Small Business Solutions

  • SEP-IRA, SIMPLE IRA
  • 401-K, 403-B
  • SIMPLE IRA
  • Defined Benefit Plans, ERISA Plans, Keogh, profit sharing and money purchase plans


Transactions offered through Joseph Gunnar & Co., LLC, a registered investment Advisory and a registered broker dealer, member FINRA / SIPC.

 

There are risks involved with investing, including loss of principal. Past performance does not guarantee future results. Actual events may cause adjustments in portfolio management strategies from those currently expected to be employed. No representation is being made that any investor will or is likely to achieve profits or losses. Diversification does not guarantee against loss. It is a method used to help manage investment risk.

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