19 North County Line Road
Creating a road map to retirement
Call for a complimentary 1 hour Financial check up
The environment of personal financial planning is becoming increasing complex for both planners and clients. The Tax Reform Act of 2018 has created a number of significant tax advantages that individuals can benefit by having a comprehensive financial plan created for them. We, as a team, ensure that we maintain current state of the art financial and tax planning software in order for our clients to be able to take advantage of every legal benefit they are entitled to.
Our management team has over 30 years experience managing investments. We prepare an asset allocation analysis and financial plan for each client and then customize their investments to help meet their goals and objectives. Retirement planning is one of our specialties. Our tax team assist our asset management team to ensure that we manage the clients' tax liability to their advantage.
A wide variety of stocks, bonds, mutual funds, exchange traded funds (including stock put and call options) are available to our clients through our relationship with our broker dealer Cetera Advisors LLC. and our custodian, Pershing, a division of Bank of New York.
Our tax team has over 15 years experience in preparing tax returns. Our tax specialist, who heads our tax team, has an M.S. degree in taxation and is an Enrolled Agent, licensed by the federal government to represent taxpayers before the I.R.S.
This team works closely with the asset management team to assist in any required estate or retirement planning.
The Premier team provides its clients with a wide array of insurance and insurance related products to meet their every day needs.
We can help individuals solve the Medicare maze as we are certified to provide MEDICARE Supplement insurances
With voluntary benefit products, employers can expand their benefit packages with no direct cost to the business. We offer multiple benefits through a single point of contact with deep knowledge across all product lines. We can also help employers develop and implement an integrated employer benefits strategy.