INVESTMENT PRODUCTS
Stocks
Bonds
Mutual Funds
Unit Investment Trust
ETFs
Annuities (variable & fix)
Tradicional IRAs
Roth IRAs
Real Estate Investment Trusts
Qualified and Non-Qualified Retirement Plans:
Keoghs, 401Ks, Deferred Compensation

SERVICES
Investment Management Planning
Retirement Planning
Florida Retirement System (FRS) Options Advice
Fee-based Portfolio Management
Portfolio Review
Puerto Rico Tax and Estate Planning*

INSURANCE
Life Insurance
Long Term Care

*Estate and Tax planning is done in conjunction with your
estate planning attorney, tax attorney and/or CPA.