Overview of Services

Invest for growth, income, or both. Make a plan, grow your net worth, retire. Preserve and pass your amassed wealth to your beneficiaries. We are here for you. We offer a vast array of investment products, services, and solutions that will be custom tailored to your unique financial situation.

Through our various affiliations with Claraphi for Managed money and Newbridge for brokerage, we have access to a comprehensive array of investment options, services, and strategies. Our diverse access includes investment products and services designed for a variety of purposes: from traditional investments, to risk management strategies designed to help safeguard income and assets, to alternative investments for those looking to design a portfolio allocation more in line with large institutions, pensions, and college endowments.

With such a broad availability of investment options, we are able to deliver customized portfolio solutions to suit specific financial goals during various life stages. When your goals team up with our skill set, we work together to potentially maximize value and deliver results with our access to unique and innovative solutions.

These Options Include:

• Traditional investments — such as stocks, bonds, mutual funds, interval funds, ETFs (exchange traded funds), and more. Our platforms are supported by dedicated specialists through leading vendors and our institutional clearing relationships.
• Advisory services — our open architecture platform provides a full range of fee-based advisory programs across all major custodians including advisor-directed accounts, separate accounts managed by third-party money managers, well-known institutional asset managers, and turnkey managed account programs.
• Alternative Investments — We offer a wide range of alternative investment products such as REITs, private equity and debt, oil and gas programs, limited partnerships, real estate development, hedge funds, managed futures, equipment leasing and other alternative investments to help sophisticated investors further diversify portfolio strategies.
• Retirement Income and Education Products – We offer a wide range of retirement accounts, plans and products, including 529 plans, IRAs, SEP IRAs, SAR-SEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans and variable annuities.
• Insurance Products* — We can help reduce the risk of financial loss by utilizing life, health, disability, long-term care and other insurance products. We can help protect and prolong income by utilizing various types of annuity products. Clarifying the complex world of insurance products, explaining the various costs, features, benefits, riders, pay out factors, and helping you make better investment decisions are key services we provide regarding:
  • Life Insurance — we can help you identity the right amount of coverage, proper ownership structure, and source competitive products to maximize benefits and minimize cost.
  • Disability insurance — can help reduce that risk that a debilitating injury or illness could otherwise have on you and your dependent’s financial security.
  • Long Term Care Insurance — can protect against rising health care costs and provide coverage commonly needed now that more people are living longer lives.

For more information, contact us today! 949-545-6500

*Variable and Fixed Insurance Products are offered through GCFG Insurance.