Need your portfolio to generate Income?

A LOVED ONE OF MINE PASSED AWAY, THEY HAD STOCKS, BONDS, OR AN IRA

Nothing can be more devastating than having a loved one pass away. Now you have the responsibility of handling their financial affairs or inheriting an IRA or stocks. Know your rights and responsibilities in handling and acquiring the financial property.  Each situation is unique and may require additional and is better answered after evaluation with a Financial Advisor.

MY SPOUSE PASSED AWAY AND I AM IN NEED OF INCOME

Whether expected or not a passing of a love one can create financial challenges, especially if the person that passed away handled the financial aspect of the relationship. There is no longer two social security checks coming in a month, pensions are being reduced. We are here to help. we can develop a portfolio that can produce income will give you the additional income to pay for expenses.

I AM IN A HIGH TAX BRACKET, AND NEED A BETTER RETURN THAN CURRENT CD RATES.

We have portfolios that can generate greater returns than current CD rates. Some portfolios can be structured for tax-advantage, and for some situations tax-free. 

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