Our Services


Financial Planning



Risk Management


Life Insurance

Annuities:

   -Fixed (single flexible and immediate)
   -Variable Annuities (immediate & flexible payment)
   -Group Annuities (qualified retirement plans)


Disability Planning

Long-Term Care Planning




Asset Management


Fixed-Income Investments:

   -Mutual Funds (income-oriented)
   -Municipal and Government Bonds
   -Money Markets


Equity Investments:

   -Mutual Funds (growth-oriented)
   -Publicly Traded Stocks


Retirement/Education Planning

   -Traditional IRAs
   -Roth IRAs
   -SEP IRAs
   -SIMPLE IRAs
   -401(k) Plans
   -403(b)(7) Plans
    (non-contributory)
   -Profit-Sharing Plans
   -529 Plans


Managed Accounts (Fee-Based)


Fee-Based Brokerage Account



Estate Planning


Business Planning



Business Planning:


   -Executive Bonus Plans
   -Business Continuation Plans
   -Key Person Plans
   -Split Dollar Plans
   -Group Carve Out Plans
   -Salary Continuation
   -Deferred Compensation Plans
   -Executive Planning Services
   -Buy-Sell Agreements