Services To Individuals

Investments

 

  • Fee-based, professionally managed investment portfolios for pre-tax retirement accounts and tax sensitive after-tax accounts

  • Exchange Traded Fund (ETF) based investment portfolios

  • Investment management provided by AlphaStar Capital Management

Insurance

 

  • Life insurance

  • Fixed Annuities

  • Health insurance

  • Disability insurance

  • Insurance services provided by highly-rated national companies

Consulting

 

  • Individual retirement planning

  • Financial goal attainment

Services To Institutions

Investments

 

  • Section 3(38) designated investment manager for qualified retirement plans

  • Fee-based investment management

  • Exchange Traded Fund (ETF) based investment portfolios

  • Investment management provided by AlphaStar Capital Management

Insurance

 

  • Life insurance

  • Health Insurance

  • Disability insurance

  • Insurance services provided by highly-rated national companies

Consulting

 

  • 401(a) qualified plans

  • Non-qualified plans

  • Foundation & endowment

  • Institutional & corporate cash maximization

  • Investment committee structuring & compliance