Our Services


Through our association with Royal Alliance Associates (RAA) we have access to a diverse array of financial products.  RAA has no proprietary products of its own.  This means we are not constrained by any corporate influences and are free to make available those products and services that can best meet the needs of our clients.

In addition, we are separately licensed as a fully independent Life, Health, Disability, and Long-Term Care Insurance Agent. (California Insurance License #0E16649, Maryland Insurance License #NPI99904984, Hawaii Insurance License #367989) We have access to competitive insurance products to use as the risk management piece of an overall plan.

Retirement Planning

  • IRA's (Traditional, Roth, Rollover, SIMPLE, SEP)
  • 401K & Individual 401K plans
  • Group Retirement Plan Design and Implementation
  • Defined Benefit/Profit Sharing Plans

Investment Planning

  • Third Party Asset Management (Stocks, Bonds, Mutual Funds, ETFs)
  • Annuities (Variable, Fixed, Equity-Indexed)

Risk Management Planning

  • Life Insurance (Term, Universal, Whole, Variable)
  • Disability Insurance
  • Long Term Care Insurance

College Education Planning

  • 529 Plans
  • UGMA/UTMA Accounts
  • Coverdell Education IRAs

Business Continuation Planning

  • Funding Buy/Sell Agreements
  • Key Person Insurance

Tax Planning

  • Back Door Roth Strategy
  • Super Back Door Roth Strategy

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