Our Services
While developing a customized financial program, we will walk you through a step-by-step process designed to help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
INVESTMENT PRODUCTS
Mutual Funds
Managed Funds
Tax-deferred annuities
-Fixed rate
-Variable
RETIREMENT PLANNING
IRAs
IRA Analysis
Social Security verification
IRAs/IRA rollover
Penalty-free Withdrawals
Pension analysis
Pension plan/SIMPLE/SEP/401(k)
Profit Sharing/Money purchase
ESTATE PLANNING
Wealth transfer planning
What to do when a spouse dies
Asset protection strategies
Income strategies
Charitable giving/gifting
Business succession strategies
INSURANCE PLANNING
Life needs analysis
Life Insurance
-Variable
-Whole
-Universal
-Term
-Single Premium
-Second-to-die
Health Insurance
-Medicare supplement insurance policies
-Long-term care Insurance
-Critical Illness Insurance
-Disability Insurance
BUSINESS PLANNING
Key person life insurance
Voluntary insurance plans
Deferred Compensation
Funding of buy-sell arrangements
Split dollar life insurance
Non-qualified plans
Executive bonus arrangements
COLLEGE EDUCATION PLANNING
529 college savings plan
How much will it cost (any university)?
How much must you save today?