Household Contractor Services

• Handyman
• Architect Design
• Snow Removal
• Plumber
• Lawn Care
• Landscaper
• Interior Designer
• Heating & Air Conditioning
• Exterminator
• Appliance Repair
• Car Dealer
• Car Mechanic
• Computer Support
• Electrician
• Electronic/Camera Surveillance

Residential Broker Services

• Home Warranty
• Moving/Downsizing
• Retirement Community Housing
• Single Family/Duplexes
• Group Homes
• Multi-Family
• Continuum of Care

Senior Care

• Day Care Wellness
• Home Health Care

Assisted Living

Skilled Care/Hospice

Family

• Baby Sitter
• Pet Sitter
• Veterinarian
• Chaplain
• Doctors
• Hospital
• Pharmacy
• Dentists
• Legacy Recorder/Historian

End-of-Life

• Funeral Director
• Clergy
• Attorney
• Guardian Children
• Elder Law
• Incapacity Planning
• Estate Planning for Pets

Cost Recovery

• Cost Segregation Studies
• Property Tax Recovery
• Energy Tax Incentives
• Energy Efficiency Studies
• Sustainable Building Retrofits
• Manufacturing Tax Credits

Banking & Credit Management

• Reverse Mortgages
• Residential Mortgages
• Commercial Mortgages (Recourse and Non-Recourse)
• Lines of Credit

Risk Management

• Insurance
• Business Liability
• Key Employee
• Auto
• Home
• Life
• Disability
• Captive Reinsurance Programs
• Legal Review and Representation

• Healthcare Planning
• Health Insurance
• Long Term Care Insurance

Accounting Services

Tax Mitigation Strategies

• Tax Repurposing Program
• Deferred Tax Strategies
• 1031 Exchanges
• Deferred Sales Trusts
• Delaware Trusts
• Installment Sales
• Ensured Installment or Structured Sales

Charitable Planning and Asset Transfer

• Charitable Gift Annuities
• Charitable Remainder Trust

Estate Planning

• Trusts/Will Review
• Legacy Planning
• Medicaid Planning
• Medical Power

Asset Management

• 401(k) Plan Management and IRA/TSP Rollovers
• Employee Stock Ownership Plans (ESOPs)
• Maximization of Social Security Benefits

Traditional Investments

• Stocks
• Bonds
• REITs (Real Estate Investment Trusts)
• Mutual Funds
• Managed Money
• Guaranteed Index Accounts

College Fund Planning

• Business Succession Planning
• Business Owner Retirement Planning
• Business Valuation

Investment Analysis

• Market Analysis
• Comparative Lease Analysis
• Lease vs Purchase Analysis
• Lease Buyout Analysis
• Sale-Leaseback Analysis
• Leasing & Brokerage Services
• Opportunity Analysis

Investment Banking

Alternative Investments

• Development Projects (Senior Housing, Multi-Family, Mixed Use)
• Oil and Gas Investments
• Real Estate Investment Trusts
• Hard Money Loans
• Residential Financing
• REOs
• Commercial Financing
• Mezzanine/Bridge Financing
• Purchase Order Funding