Eric Kuitu, CFP®

Investment Options

Fee based portfolio construction and investment management (Non qualified, Trusts, IRAs, SEP IRAs, SIMPLE IRAs, ROTH IRAs 529 plans).

Comprehensive and Modular Financial Planning

Budget, investment planning, retirement planning, estate planning, tax planning and      education planning.

Insurance

Annuities, individual and corporate owned life insurance, long term care, disability income insurance.