Personal Financial Consulting

Personal Financial consulting services/products include:

• Life insurance based strategies, including

• Annuities (fixed, EIA, SPIA)
• Life Insurance (all types)
• Payment strategies

• Life Settlement

• Real Estate, including

• Non-publicly traded REITs
• Publicly traded REIT Index fund
• Commercial – Class A
• Direct real estate development participation
• Shopping Malls
• Condo Conversion

• Alternative Investments, including:

• Commodity related and cyclical stocks
• DFA funds
• Oil and gas producing