Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

Fee Based Managed Accounts

IRA/401K Rollovers

Guaranteed Income Retirement Accounts

REIT's

Life Insurance

Estate Planning

Tax Preparation

 

 

 

 

 

 

Securities offered through Cape Securities Inc, Member NASD, SIPC, MSRB

1600 Pennsylvania Ave. McDonough, GA 30253 678- 583-1120

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