Products & Services

 

Solutions for Individuals and Families

 

Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Annuities

Estate Planning

  • Estate Tax Projections
  • Tax Minimization Strategies
  • Advanced Gifting Techniques
  • Family Business Integration
  • Philanthropic Planning
  • Trustee Services

Financial Planning

  • Fee Based Financial Planning
  • Asset Allocation Analysis
  • Retirement Income Needs Analysis
  • Education Funding Strategies
  • Budgeting and Cash Flow Analysis
  • Insurance Needs Analysis

Wealth Management

  • Securities Brokerage Services
  • Institutional Managed Accounts
  • Alternative Assets
  • Tax Efficient Strategies
  • Variable Annuities
  • Retirement Income Strategies
  • College Funding Strategies

Solutions for Business Owners

 

Protect Your Business 

  • Business Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration

Reward Key Employees

  • Financial Planning for Key Employees
  • Non Qualified Selective Benefits
  • Deferred Compensation Plans
  • Estate Plan Integration
  • Executive Bonus Plan
  • Split Dollar Arrangements

Attract and Retain Top Talent

  • Employee Benefits
  • Discounted Voluntary Benefits
  • Retirement Plans
    • 401(k)
    • Profit Sharing
    • SEP and SIMPLE IRA
    • 403(b)
    • Defined Benefit