Our Services

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

Personal Needs

  • Family Protection 
  • Life Insurance
  • Disability Income Protection
  • Long Term Care Insurance
  • Divorce Planning
  • 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

Business Needs

  • Business Continuation Planning
  • Buy-Sell Arrangement funding 
  • Business Succession planning
  • Key Person Life Insurance
  • Employee & Executive Benefit Planning
  • Deferred Compensation
  • Group Life, Health, Disability Income, 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)


For additional information about the products and services offered, please contact me.