Financial Solutions

Our services in these segments include:

  • Strategic and tactical modeling of Equities, fixed income, ETF, mutual funds, options, and other alternative investments
  • Variable and fixed insurance solutions including variable annuities with highest daily and 10% roll up guarantees
  • Pricing and design of private placement and registered variable insurance products
  • Development and implementation of private placements and their associated products
  • Cash Balance Retirement Plans (CBRP)
  • Pension Plan Buyout Strategies
  • Other Retirement Income Solutions