Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions * .

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Investment management *  & fee based advisory services *
• Retirement strategies *
• Educational funding strategies *
• Estate conservation,  preservation, transfer and legacy strategies
• Insurance planning and and tax deferred products

* These services are offered by Mark Bushkin through his affiliation with Avantax Investment Services^SM and Avantax Advisory Services^SM