Individual Investment Plan

A traditional “investment account” is a non-qualified individual account that ca augment an individual’s retirement.  There is no deduction for contributions and interest, gains, and dividends may be taxed.  These accounts are far more flexible than qualified strategies with no contribution limits and no mandatory distributions.

Our Advisors can assist you in developing an investment plan that coordinates your investment objectives, risk tolerance and time horizon for your investments.  Our advisors utilize both proprietary strategies and traditional investment vehicle for our clients.