Services (overview)

Our firm offers a Virtual Family Office to both business owners and individuals.

We help business owners in the five major areas of running their business:

  1. Tax Planning
  2. Risk Mitigation
  3. Wealth Management
  4. Legal Services
  5. Business Advisory

We help individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



  • Broker Dealer and Fee Based Platforms
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Individual 401k
  • Brokerage Accounts
  • Variable Annuity
  • Bonds
  • Common Stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes
Learn more - Client Information Questionnaire
<p>Financial Planning Please see:;for some of these services</p>

Financial Planning Please see: for some of these services

  • Proprietary software that includes your personal vault 
  • Retirement Planning (see above to use your own personal planning link) 
  • Tax Planning - for individuals & businesses (use our CIQ)
  • Tax FREE Retirement Planning (TFRA & Navigator)
  • Advanced Tax Strategies: 

Philanthropy: Zero Estate Tax

"Super" 401K 

Deferred growth > Tax-Free Income (shelter 70% of income)

Zero Capital Gains Tax (Real/Personal)

Lawsuit Protection (3rd party creditors, divorce, anonymity}

  • Client Information Questionnaire (CIQ) Click Here  
  • 401(k) Planning
  • 403(b) Planning
  • Dual Legacy - Charitable Giving
  • College Plans (Tax Free College Planning)
  • College Preparation Assistance 
  • Parents/Grandparents: Tax Free Planning for minors
  • Estate Plans
  • Probate (discounted)
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Premium Finance 
Learn more - Client Information Questionnaire
<p>Insurance &#38; Other Services - Please see:</p>

Insurance & Other Services - Please see:

For Insurance & other services please go to our Platinum website: 

  • Fixed and Fixed Indexed Annuities
  • Life Insurance: Ask Sherlock Life  
  • Life Insurance Review & Rescue
  • Long-Term-Care Insurance
  • Home Care Services
  • Disability Income Insurance
  • Auto & Home Owners Insurance 
  • Beneficiary Liquidity Plans
  • Mortgage Acceleration Plans
  • Wills (discounted cost)
  • Trusts ( $500 - $1,195 all included)
  • Health - Medi-Share & Safe Guard
  • Health - Individual & Group
  • Hospital Indemnity Plans
  • Medicare (Supplement & Advantage Plans)
  • Debt Elimination Plans
  • Student Loan Forgiveness Plans
  • Budget Counseling 
Learn more - Client Information Questionnaire