Products/Services

Planning and Investments

  • Portfolio Design
  • Investment Analysis
  • Fee-Based Management
  • Tax Planning
  • Mutual Funds / ETFs
  • Stocks / Bonds
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments
  • Variable Annuities
  • 529 College Savings Plans

Insurance

  • Insurance Analysis
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Indexed/Fixed Annuities
  • Buy/Sell Agreement

Estate Planning

  • Trust Services
  • Estate Tax Analysis
  • Succession Planning
  • Asset Protection
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts

Retirement Planning

  • Retirement Plan Rollovers
  • Income Distributions
  • IRAs / Roth IRAs
  • SEP / SIMPLE IRAs
  • 401k / 403b / 457 Plans
  • Profit Sharing Plans
  • Defined Contributions

Asset Management
(offered through Ladenburg Thalmann Asset Management)

  • Institutional Investment Management
  • Endowment Analysis
  • Third Party Money Management
  • Mergers and Acquisitions

Investment Banking
(offered through Ladenburg Thalmann and Co. Inc.)

  • Equity Research
  • Mergers and Acquisitions
  • Business Valuations
  • Private Placement