​Our compensation for our team’s financial services varies depending on the complexity of a person’s financial issues. However, we’re prepared to offer a half a full percent discount (-0.5%), which is something that will be offer to Quinnipiac Staff and Faculty only. 

·       Education Planning:
•Goal Based Wealth Management
•Life Insurance
•Long Term Care Insurance
•Retirement Planning

·       We offer an array of solutions for both your near-term priorities and long-term objectives: 
•529 Plans
•Cash Management Services
•Credit and Lending Services through Bank of America, N.A.
•Equities
•Fixed Income
•IRAs

      We will work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine:
•Annuities
•IRA Rollovers
•Roth Conversions​