Broker Check

Miami Office: 9990 SW 77th Avenue, Suite 330, Miami, FL 11356

Boca Raton: 2424 N Federal Highway, Suite 103, Boca Raton, FL 33431

 


Products and Services

Investment Products


  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Stocks
  • Bonds

  • Direct Participation Programs
  • Securities Brokerage Services
  • REITs

Retirement Products & Services


  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities*

  • Retirement Needs Review
  • 401k

Tuition Funding Programs


  • College Costs Analysis
  • Analysis of Investment* Alternatives

  • Insurance and Investment Products*
  • 529 Plans

Financial Resource Services


  • Life & Disability Insurance
  • Long Term Care Insurance
  • Review of Savings and Investments*

  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Estate Planning


  • Estate Preservation
  • Tax Reduction Strategies
  • Planned Giving

  • Charitable Giving
  • Trust Services

Business Strategies

Business Continuation Planning


  • Funding Option Analysis
  • Buy-Sell Strategies

  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits


  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding

  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program


  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans

  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

*Securities offered through Cetera Financial Specialists, LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC.
**Estate planning is accomplished by working in conjunction with the client's tax and legal advisors.