"Financial Planning" Creating a road map to retirement "Call for a free 1 hour Financial check up" The environment of personal financial planning is becoming increasing complex for both planners and clients. The Tax Relief Reconciliation Act of 2006 has created a number of significant tax advantages that individuals can benefit by having a comprehensive financial plan created for them. We,as a team,ensure that we maintain current state of the art financial and tax planning software in order for our clients to be able to take advantage of every legal benefit they are entitled to.	"Asset Management" Our management team has over 30 years experience managing investments. We prepare an asset allocation analysis and financial plan for each client and then customize their investments to help meet their goals and objectives. Retirement planning is one of our specialties. Our tax team assist our asset management team to ensure that we manage the clients' tax liability to their advantage.
"Securities" A wide variety of stocks, bonds, mutual funds, exchange traded funds (including stock put and call options) are available to our clients through our relationship with our broker dealer Investors Capital Corp. and our custodian , Pershing,a division of Bank of New York .	"Tax Preparation & Planning" Our tax team has over 15 years experience in preparing tax returns. Our tax specialist,who heads our tax team,has an M.S. degree in taxation and is an Enrolled Agent,licensed by the federal government to represent taxpayers before the I.R.S. This team works closely with the asset management team to assist in any required estate or retirement planning.
"Insurance" The Premier team provides its clients with a wide array of insurance and insurance related products to meet their every day needs. We have a number of products that can be used to guarantee your principal, while allowing you to draw out annual income, and participate in any stock market advances. We only work with the highest quality insurance companies that have been pre-approved by Investors Capital. Guarantees are only as good as the strength of the underlying insurance company, and does not apply to the safety or investment performance of the underlying funds.	"Mortgage Plus Program" We offer our clients access to one of the leading providers of mortgages. Up to 100% financing of the value of their homes. Mortgage solutions for every need. We have been certified to offer Bank and mortgage products through EverBank an FDIC insured Bank.