Our Services

Our services address your unique financial needs. In addition to our comprehensive needs assessment, we offer broadly diversified strategies with the goal of optimizingevery aspect of your financial life. Through MDB Group, you have access to the following cohesive financial strategies to help grow and protect your assets:
Investment Advisory Programs
  • Strategic asset management programs
  • Separately managed accounts
  • Multi-strategy accounts
Professionally Managed Investments
  • Direct participation programs
  • Alternative investments
  • Hedging strategies
  • College funding/ 529 savings plans
Insurance and Annuities
  • Term and Permanent Life Insurance
  • Fixed, equity-indexed and variable annuities
  • Disability income insurance
  • Traditional and linked-benefit long-term care insurance

Individual Investments

  • Common and preferred stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Corporate, municipal and zero coupon bonds
  • U.S. government and mortgage-backed securities
  • Certificates of deposit (CDs)
  • Precious metals and coins
  • Options
  • Concentrated position management

Small Business Owner Services

  • Profit sharing, 401(k) and 403(b) plans
  • Group insurance
  • Employer-sponsored life insurance
  • Defined benefit plans
  • Deferred compensation and non-qualified retirement plans