We incorporate the most powerful academic investing principles together into a highly disciplined approach to asset allocation and long-term wealth creation, by integrating the Modern Portfolio Theory, Three Factor Model, and the Efficient Market Hypothesis into portfolios designed and engineered to capture market returns.
OUR CUSTOMIZED SOLUTIONS
Retirement Planning
Fixed Annuity, Indexed Annuity, IRA, Medically Underwritten Immediate Annuity, Roth IRA, SEP-IRA, Single Premium Immediate Annuity
Investment Strategies
Arbitrage Cases, Maximum Funding Tax-Free Retirement, Medically Underwritten Immediate Annuity, Split Annuities, Managed Accounts
Insurance Protection
Term Life, Indexed Universal Life, Single Premium Whole Life, Universal Life, Burial, Final Expense, Critical Illness, Group Health, Disability, Individual Health, Long-Term Care, Medicare Advantage Plans, Medicare Supplements, Home, Auto, Property
Social Security Maximization
Social Security Analyzer
Estate Planning
Wills, Living Trust, Irrevocable Trust, Dynasty Trust, QTIP, Family Trust, CRT
Asset Protection
Creditors, Divorce, Lawsuits
Life Settlements
Senior Life Settlements, Life Settlement Investments
Education Planning
College Planning of America Program, Coverdell Education Savings Account, HOPE Scholarship, Tax Credit, Section 529-Plans