Our team has experience in many areas including investment management, investment manager selection, retirement income planning, social security planning, and insurance planning. From an investment and insurance perspective, we have experience in mutual funds, annuities, stocks, bonds, stock options, corporate and personal retirement plans, investment advisory accounts, trusts, life insurance, long term care insurance, 1031 exchanges, non traded Real Estate Investment Trusts, Reg. D (private placement) offerings, oil and gas investments, and master limited partnership offerings.