Investment Planning Strategies - Mutual Funds
- Stocks
- Brokerage Accounts
- Variable Annuities
- Business Development Corporations*
- Real Estate Investment Trusts (REIT)*
- Estate Plans
- Tax-Efficient Plans
- Financial Planning Strategies
- College Savings Plans
* For accredited investors | | Attorney (in house)**- Wills
- Living Trusts
- Irrevocable Trusts
- Power of Attorney
- Living Wills
**Attorney is not a securities licensed individual. Investacorp, Inc. and its affiliates have no ownership interest wth the attorney and are neither responsible nor liable for any of his advice or the result of that advice. Investacorp, Inc. and its affiliates are seperate and unrelated to attorney. |
