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Our services address your unique financial needs. In addition to our comprehensive needs assessment, we offer broadly diversified strategies with the goal of optimizing every 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
Professionally Managed Investments
- Direct participation programs
- Alternatives such as non-traded REITs and BDCs
- Structured products
- 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, linked-benefit and life insurance-based long-term care insurance
- Long-term care annuities
Individual Investments
- Common and preferred stocks
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Corporate, municipal and zero coupon bonds
- Certificates of deposit (CDs)
- Concentrated position management
Small Business Owner Services
- Profit sharing plans
- Employer-sponsored life insurance
- Defined benefit plans
- Deferred compensation and non-qualified retirement plans
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