Our Services

 

  Our Services

Asset Management

  • Investment Advisory Services

 

  • Mutual Funds
  • ETF's 
  • Stocks
  • Bonds
  • REITs
  • Managed Accounts
  • Alternative Investments 

Financial Planning

  • Goal Setting
  • Retirement Planning
  • College Planning and Education Funding
  • Asset Allocation
  • Net Worth & Cash Flow Statements

 

 

 

Retirement Plan Consulting: Corporate and Non Profits

  • Plan Reviews, Design, Installation and Administration
  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Contribution, Profit Sharing
  • Defined Benefit Plans
  • Cash Balance Plans
  • IRAs (Roth, SEP, Simple)

 

Estate and Succession Planning

Insurance Planning

  • Life
  • Disability Income
  • Long Term Care
  • Estate and Succession Planning
  • Business Insurance Planning (Key man, Buy-Sell, Non-Qualified Deferred Compensation)
  • Employee Benefits Programs (Health, Life, Disability, Long Term Care)
  • Funeral Trust

 

 

 

American Portfolios Advisors, Inc. an SEC Registered Investment Advisor.