Services

HOW WE CAN HELP YOU....

You are just an email or phone call away from a Free complimentary consult or financial review. Do you know most people spend more time planning their next vacation or fishing or hunting trip than they do planning their financial future? Do you think retirement will magically happen without a plan or goals? Will your debts disappear, your savings grow, your financial stability and peace of mind just occur on their own? Definitely not! Failing to plan is planning to fail. The “KEY” is the earlier you have a plan the easier it is. Let us talk about that, the earlier the better!

I regularly give free advice and strategies to young savers and can do the same for you.

We can help you put together a plan and stay on track for achieving your goals. Demands of our busy lives keep us from paying attention to our most important financial situation. We keep our eye on the ball for you. I keep it as simple as possible to help everyday people work through the right steps to achieve their goals for their financial future. Our clients are from all walks of life, all income levels, and appreciate the time we take to help ensure they make sound decisions that will serve them best.

Retirees are living longer, pensions are shrinking, and market volatility has depleted many retirement accounts, meaning it’s more challenging than ever to prepare for your retirement. It’s also more important than ever to have the best, most up-to-date information to assist you. We keep up to date on investments,annuities, the good, the bad and the ugly and tax law changes, so you don't have to. We will advise and implement changes as needed if they could potentially benefit you.  We also don’t push insurance (annuities) or investment product on you.

We believe that it’s your right to have access to the best information and resources possible. That is why we are independent and work with one of the largest Independent Broker Dealers in the Nation. In the continuously and changing investments or insurance world we don’t limit our access to one company or product, that pays the biggest commission, but continually search out and stay up to date on the latest or best strategies and cost effective solutions to help you succeed with your financial and retirement goals.

We approach all client relationships with passion, enthusiasm, and integrity. We work hard to be open, transparent and earn your trust while helping you achieve your goals and dreams. As advisors adhering to the fiduciary standard we put our clients’ needs and concerns first; period.  

Being independent allows us to access hundreds of companies and solutions so we can tailor a well-rounded, comprehensive strategy just for you; after all everyone is different! We can bring understanding, insight and options to your own situation. We offer complimentary, no-obligation, consultations to review or ask questions about anything you like. It is always a win to help you define or refine your plan – Have more questions or need some specific help? Just contact me Jim Biasotti using our free secure contact form to ask a question. You’ll get a friendly reply within 24 hours to help point you in the right direction.”

• Alternative Strategies, Managed Futures,Hedging strategies
• REITs,Commodity Strategies
• Fixed Income Strategies
• Environmental, Social, Governance investments (ESG) 
• Retirement Income Portfolios
• Tax Managed income Portfolios
  
• Tax Managed Portfolios
• Stocks/ Bonds
  
• College 529/ Educational IRA
• Traditional IRA
• Roth IRA
• SIMPLE IRA's
• SEP IRA
• Variable Annuity
  
• Fixed Annuity
• Estate Life Insurance planning.

• Personal Retirement Income Planning with forward tax planning strategies
• 401(k) investment consultation
• Start up 401(k) plans
• 529 College Plans
• Estate Planning Strategies
• Money Purchasing Plans
• Profit Sharing Plans

• Term Life Insurance
• Permanent Life Insurance/ with Long term care (LTC) rider
• Return of Premium Life Insurance (ROP)
• Disability Income Insurance
• Long-Term-Care Insurance