Products & Services
We offer the following comprehensive products and services:
SERVICES
- Personal financial planning – individuals and families
- Estate planning strategies / wealth preservation planning
- Business continuation planning
- Retirement plans including 401(k), profit sharing, money purchase, traditional IRA’s, SIMPLE IRA’s, SEP IRA’s, Roth IRA’s, and TSA (403{b}) plans
- Retirement plan rollovers and distribution planning
- Investment / asset allocation planning
- Fee-based financial planning
- Executive benefit planning
- Key-person planning
- College savings plans
- Pre- and post-divorce financial planning
- Fringe benefit planning
PRODUCTS
Savings & Investment
- Fixed and Variable Annuities
- Mutual Funds
- Stocks, Bonds and ETF’s
- Fee-Based Investment Accounts
Insurance & Risk Management
Life Insurance
- Variable
- Universal
- Whole life
- Individual
- Second-to-die
- Term
Disability Insurance
- Individual
- Business Buy-out
- Business overhead
Health Insurance
- Individual
Long-Term Care Insurance
- Nursing home
- Assisted living
- Home health care
- Adult day care
Group Insurance
- Health
- Vision
- Disability – short and long-term
- Dental
- Life
“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have got it, it requires ten times as much wit to keep it.”
~ Ralph Waldo Emerson