Broker Check
 
 

Our Affiliates

Preferred Pensions, LLC

Preferred Pensions, LLC provides qualified plan design, administration services, and investment management for a wide range of pension plans. Their professionals work with you to help customize a qualified retirement plan meeting your specific objectives, design tax-advantaged financial strategies, and minimize fiduciary liability.

http://www.lloyd-cohen.com/retirement-plans.html

BMH Investment Group

BMH Investment Group has over 40 years of combined experience in helping business owners, physicians, and non-profit employees plan for and work towards financial independence. Located near Charlotte, North Carolina, and Myrtle Beach, South Carolina, these affiliate firms offer investment services, estate planning, and insurance services.

http://www.bmhinvestmentgroup.com/