individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's goals and

: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non

income, passive income such as dividends, interest, capital gains, stock sales, K-1 income and more. On our

and business owners, or retirees who have higher-income earning needs and require assistance with investing for. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing

tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current

High-income earners know that investing is important to secure should be able to easily build a diversified portfolio with confidence. Our team of experienced professionals provide

all aspects of your financial life such as income, investments, and retirement savings. Investments are an important long term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of

plan for the future and manage your retirement income. They have the necessary expertise to guide you from investment strategies and long-term goals to portfolio management. They can also help you stay on

and develop solutions that match their risk tolerance, income requirements and other special considerations. We strive to works closely with clients to ensure that their portfolio matches their expectations and goals. With our commitment

, VA, DSCR, Stated-income loans, Fannie Mae Home Path, Jumbo loans, and Non Conforming portfolio products. Additionally, I

while keeping costs low and maximizing income for our clients. Our property portfolio includes single-family homes, condos

owner associations, institutional investors, and individual owners of income property. Our team has extensive experience in the with third parties on acquisitions for long-term portfolio growth and short-term profits. Our comprehensive property

domestic investments. PCWM also provides downside protection and income oriented portfolios.

election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more

only), Income Enhancement, as well as custom solutions to unique problems. Asset Management involves creating investment portfolios that only) focuses on dividend-paying stocks and blue chip stocks to increase and protect income. Income Enhancement can

to helping people protect their health, wealth and income for a secure retirement. Our customized financial plans money products. In addition, our comprehensive health insurance portfolio includes Medicare Supplements and Advantage Plans, Major Medical

and develop a customized retirement program with stable income streams that is simpler, less costly, and puts run out of money before oxygen, protect their portfolio from market crashes, and build a retirement plan

is a management consulting firm that specializes in income tax preparation for small and mid-sized businesses and diversified in the market. With a current portfolio of 150 companies nationwide, Swift Financial Partners is

guidance in making decisions regarding your pension and income, or just starting out on your financial journey. Our investment management team is focused on creating portfolios that are diversified and optimized for time horizon

inflation. As prices steadily increase, so does your income. This assists in maintaining your quality of life investments are an essential part of any diversified portfolio. With their reliable earnings, they can help you