Our Services
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. We work closely with our client’s attorneys, accountants, property & casualty brokers, & independent pension administrators to assure that the full range of our clients’ financial needs are addressed.
Personal Planning Needs
Comprehensive Financial Planning
- Fee-Based Financial Planning
- Investment Strategies
- Retirement Plan Distribution Strategies
- Life Insurance Protection
- Disability Income Insurance
- Long Term Care Insurance
- Social Security/ Medicare Planning
- Estate Planning
- Tax Strategies and Charitable Gift Planning
Wealth Accumulation
- Managed Investment Accounts
- Mutual Funds
- Traditional, Roth & SEP IRAs
- 401(k) Rollover Capability
- Fixed & Variable Annuities
- Education Funding Strategies
OUR ORGANIZATIONAL STRUCTURE SERVES AS A POWERFUL RESOURCE PROVIDING FINANCIAL PRODUCTS & SOLUTIONS THAT HELP COMPLETE OUR CLIENTS’ TOTAL FINANCIAL PICTURE
Business Planning Services
Business Continuation Planning
- Buy-Sell Arrangements Funding
- Business Succession Plans
- Key Person Life Insurance
Employee & Executive Benefit Planning
- Group Medical, Dental, Life & Disability Insurance
- Group Long Term Insurance
- Deferred Compensation
- Flexible Benefit Accounts
- Selective Executive Retirement Plans
- Split-Dollar Life Insurance Plans
- Employee Education Meetings
Tax-Qualified Retirement Plans
- 401(k)
- Money Purchase
- Profit Sharing
- Defined Benefit
- Simplified Employee Pension (SEP)
- SIMPLE IRA
- TSA/403(b)