Services :

INVESTMENT SOLUTIONS

Novel Portfolio

Novel offers you a different approach to the traditional commission-based relationship. Unlike a typical brokerage account that charges a fee for every transaction, this account offers a single, all-inclusive fee linked to the value of your portfolio.

Advisory Portfolio

Advisory offers portfolio rebalancing and asset allocation. Blending prudence with performance, these growth-oriented portfolios are designed to generate long-term results with reduced volatility.

WEALTH PLANNING

Financial Planning

Having a strong financial plan gives you the ability to determine and meet your life goals through the sound management of your wealth. We can customize a plan that will provide you with:
  • The assurance that your goals should be reached within a certain time frame
  • A list of actionable items to pursue in order to take control of your finances and achieve your goals
  • Peace of mind from having your needs met in a coherent fashion

Retirement Planning

Whether you're just beginning to give serious attention to building a substantial nest egg or looking to derive the maximum retirement income from your savings, we will work with you to create the right retirement plan.

WEALTH PROTECTION

Wealth protection

Insurance can help protect your family from the unexpected and maximize your estate for the enjoyment of your heirs. We work upon:
  • Preserving your wealth for future generations.
  • Finding tax shelters for your valuable family assets
  • Preventing loss of income due to illness
  • Providing a sound succession plan for your business