Products & Services
Specialty Areas of Financial Services:
Comprehensive Personal Planning
- Cash Flow Management
- Risk Management & Protection
- Education Planning
- 529 College Savings Plans
- Custodian Accounts/Uniform Transfers to Minors Account (UTMA)
- Investment Planning
- Retirement Planning
- IRA’s (Traditional, Roth, Educational
- SEP’s and Simple’s)
- Estate Planning
- Analysis and Review
- Charitable Giving Concepts
Qualified Retirement Plans (Design, Administration and Implementation)
- Profit Sharing Plans
- 401(k) and 403(b) Plans
- Money Purchase Pension Plans
- Target Benefit Plans
- Defined Benefit Plans
- 412(I) Plans
- Rollovers of Qualified Accounts
Comprehensive Business Planning
- Business Succession Planning
- Buy-Sell Agreement Planning
- Key Management Loss
- Non-Qualified Deferred Compensation Planning
- Qualified Sick Pay Plans
Insurance Planning
- Life Insurance (Traditional, Universal, Variable, and Term)
- Survivorship Life Insurance (2nd to Die Life Insurance)
- Disability Income Insurance
- Mortgage Insurance
- Long-Term Care Insurance
- Group Life, Disability and Dental Insurance
- Comprehensive Evaluation of Existing Insurance Policies
Investments
- Managed Accounts
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Brokerage Accounts