Retirement Asset Management

We provide vital services for individuals who have retired or are close to retiring, helping guide individuals during the critical distribution phase of their retirement savings. We are experienced in ordering distributions to produce optimum income in retirement, while reducing the chance of outliving ones income and increasing the legacy left to beneficiaries.


Accumulating Retirement Savings*

We assist clients in arriving at investment strategies and plans to meet retirement objectives. By defining objectives, determining a suitable time frame and evaluating an individual's appropriate level of investment risk, we match securities to an individual's particular needs, circumstances, goals and expectations. To that end we offer a host of retirement plans that include, but not limited to, IRA's, Roth IRA's, 401K's, tax-sheltered annuities, SIMPLE plans, pension plans, and SEP IRA's.


Deferred Compensation

Since government employees comprise a significant portion of our clientel, we offer planning and asset allocation strategies* within deferred compensation programs to enable individuals to meet their retirement goals. Moreover, we offer options to both individuals and government entities, that can provide a greater variety of investment vehicles* suitable for individuals of varying needs and risk tolerence.

Managed Assets*

Those who have accumulated substantial assets can often benefit from accounts which provide the same type of professional research and personalized financial guidance given to large institutional investors. We offer comprehensive, personalized managed accounts that partners you with elite money managers that will purchase individual securities on your behalf. Managers are continually monitored to meet strict standards for performance and consistency. As a result you can be confident that your retirement assets are working toward your goals.

The CHAMBER Plan

We offer the US Chamber of Commerce sponsered CHAMBERplan for Retirement. Small business owners and non profit organizations can establish a new 401K/403B* plan or convert an existing one. This may be the very thing you need to attract and retain the high-caliber employees you need to thrive in today's competitive environment. The group variable annuity contract that funds the CHAMBERplan is issued by SunAmerica's subsidiary, First SunAmerica Life Insurance Company. Payroll data collection and administrative expertise are provided by Automatic Data Processing, Inc. (ADP) a leading payroll provider and recordkeeper of 401K plans.

*Securities offered through FSC Securities Corporation, a registered broker dealer and Member FINRA/SIPC.