Our Services and Product Solutions
We begin with a frank and honest conversation regarding your needs, aspirations and desires. Afterwards, we will design a strategy to help you with potential growth, preservation, and ultimately distribute wealth. Your strategy is tailored to you and your business. A great strategy is fluid, and we become your resource in investing for and preserving the future every step of the way.
FOR BUSINESSES
- Group Medical Insurance
- Group Dental DHMO & PPO
- Group Life & AD&D
- Group Short & Long Term Disability
- Accident, Cancer, Critical Illness and Hospital Indemnity
- 401K, Simple and SEP Employer Sponsored Plans
- Business Succession Strategies
- Buy/Sell Agreement Funding
- Key Person Coverage
- Business Overhead Insurance
- Deferred Compensation Strategies
- Executive Bonus
- Employee Financial Education
FOR INDIVIDUALS
- Pension/401K Rollovers
- Life Insurance
- Disability Insurance
- Fixed and Variable Annuities
- Traditional and Roth IRA’s
- Education Funding- 529 Plans
- Stocks and Bonds
- Long Term Care Insurance
- Mutual Funds
- Wealth Management Services* and Wrap Accounts
- Budget Analysis
- Estate Conservation Strategies
- Retirement Income Planning
- Mortgage Protection (through Life Insurance & Disability Insurance)
ADDITIONAL AREAS OF EXPERTISE
Professional Alliances
- CPA
- Payroll Services
- Estate & Tax Planning Attorneys
- Business and Personal Liability Insurance Agents
Educational Services
- Budget Analysis
- PlanSmart
- Retirewise
- Topical Workshops
- Education Seminars
We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.