Our Services
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance may all come into play. How do you get it all under control? At East Avenue Capital, we offer investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Call us today to discuss the products and services that may be suitable for you, and we can start down the path to your financial future. We also offer seminars and workshops on many of the services listed below.
INVESTMENTS
- Mutual Funds
- Stocks
- Exchange Traded Funds (ETFs)
- Fixed Income Securities
- Bonds (municipal, corporate, agency)
- Certificate of Deposits
- Structured Notes
- Unit Investment Trusts
- Private Credit and Private Equity
- Separately Managed Accounts (SMAs)
- Portfolio Construction
- Banking and Lending Services
- And more.....
INSURANCE
- Annuities
- Individual, Business and Group Products
- Life Insurance
- Long Term Care, Medicare Supplement, Disability, Health
INDIVIDUAL AND BUSINESS RETIREMENT PLANS
- Traditional and Roth IRA
- IRA Rollover
- 401(k) Plans, 457, 403(b)/TSA Plans
- Money Purchase Plans
- Profit Sharing Plans
- SIMPLE IRA
- SEP (Simplified Employee Pension Plans)
- Defined Benefit Plans
EDUCATION FUNDING
- 529 College Savings Plans
- Coverdell Education Savings Accounts
- UTMAs
- Chet Accounts
FINANCIAL PLANNING SERVICES
- Survivor Income Needs
- Asset Allocation
- Disability Income*
- Long-Term Care*
- Estate Planning/Review
- Wealth Forecasting Strategies
- Business Planning Strategies
- Investment Planning Services
- Trust Services
FEE-BASED ASSET ALLOCATION PROGRAMS
- Managed Allocation Portfolios
- Strategic Portfolio Allocation