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.