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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)

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.