-Most investments fall into one of two categories: Equities/stocks, and Debt/bonds.

-They can be used/bought individually or thru a manager in one of many ways:

--Bonds: Government, Corporate, Municipal--- all maturities---Managed or Customized

--Stocks: all types---Managed or Customized Portfolio's - these would include Mutual Funds, Closed-ended funds, S&P stars-portfolio formats, UIT'S and more

--Options: Equity and Index options are used to lower market exposure, gain income, or leverage positions. Both calls and puts are used with specific strategies. Use (www.cboe.com) or (www.phlx.com) for understanding and insight for free.

--Annuities: all types---all features---See (Strategies) for their uses; fixed and variable.

--Savings Accounts--Checking Accounts--Money Markets--CD's--Liquid Accounts

--Insurances: life---health---disability---long-term care---key person---WHY-WHEN-HOW should it be used, & ideas and insights

--529 Plans

--Charitable Remainder Trusts / Giving Trusts

--Retirement Accounts and Plans: all types---Understanding---Insights---Alternatives

--Turnkey Tax Services: services---fees---what makes us different?

"Securities & Advisory Services offered through SII Investments, Inc. Member NASD/SIPC & Registered Investment Advisor"