Services offered by the Scarsdale Investment Group

•	Consultation regarding investing in bonds, stocks, real estate and alternative investments.
•	Custom design of a bond portfolio to support your goals and needs.
•	Implementation of the bond portfolio design by the purchase and sale of individual bonds.
•	Periodic bond portfolio reviews and reports.
•	As necessary, strategy modification and implementation of portfolio changes in the event of anticipated and unanticipated life transitions, and economic events.
•	Review of your tax situation to establish a tax effective portfolio.

•	Consultation regarding your insurance protection plans and appropriate coverage needs.
•	Consultation on investments that you own and investments that you are considering.
•	Preparation of a financial plan measured by success in meeting your financial and life goals, and perodic reviews of progress toward goals.
•	Estate planning.
•	Consultation regarding cash flow, budgeting , mortgage refinancing and loans.
•	Implementation of cash flow strategies including the establishment of lines of credit for emergencies to meet unplanned transitions and planned transitions such as education and retirement.
•	Meeting with client's other professional advisors regarding tax and estate planning issues.