CLIENT SERVICES

Appropriate strategies and innovative services that you could benefit from include: §401(k)/§403(b) rollovers Wealth Management Services Complete Investment Portfolio Management Management of Business and Stock Sales Proceeds Estate Planning Income Tax Reduction and Control High Net Worth Fixed Income Management	Advanced Technology Applications and Tools: Strategic Asset Allocation Planning Retirement Planning Analysis Historical Mutual Fund Databases and Profiles On-line personal Computer Linkage Portfolio Performance Analysis College/Education Planning Gain/Loss Analysis on Monthly Statements

Our Customized Portfolio Services: Retirement College Savings IRA Plans 401K Plans 403b Plans 401k/IRA Rollovers Retirement Funding Issues	Active Money Management Retirement Planning Quarterly Reporting Strategic Asset Allocation Planning 1/2 to 2% Scaled Fee Access Any Account High Net Worth Fixed Income Management 3rd Party Money Management

Investing is a full time business not a part time hobby. We have the time, the research capabilities, the hands on experience and sophisticated technical facilities that most investors do not have. When appropriate, we will work with your accounting and legal professionals to assist you.

Communications and Consultation: High level of personalized attention and Service Pertinent Market Research and Advice Private Consultation Services Conference Call Capabilities with Your Other Professionals