Our Services

Whether you are starting a family, building a business or planning for your retirement, we can help you design a program to help reach your personal and business financial goals.

 PERSONAL NEEDS


Family Protection

  • Fee-Based Financial Planning**
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Estate Planning
  • Tax Strategies and Charitable Gift Planning 
     

Wealth Accumulation

  • Mutual Funds
  • Fixed & Variable Annuities
  • Managed Investment Accounts
  • Traditional & Roth IRAs
  • 401(k) Rollover Capability
  • Education Funding Strategies
  • Retirement Planning
  • Retirement Plan Distribution Strategies (Specializing)

 BUSINESS NEEDS


Business Continuation Planning

  • Buy-Sell Arrangements Funding
  • Business Succession Plans
  • Key Person Life Insurance

Employee & Executive Benefit Planning

  • Deferred Compensation
  • Group Life, Health, Disability, and Long Term Care Insurance
  • Flexible Benefit Accounts
  • Selective Executive Retirement Plans
  • Split-Dollar Life Insurance Plans

Tax-Qualified Retirement Plans

  • 401(k)
  • Money Purchase 
  • Profit Sharing
  • Defined Benefit
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA
  • TSA/403(b)