Our Services
Planning for Individuals
- Financial Planning
- Goal Setting, Budgeting, Tax Effiiciency
- Retirement and Investment Strategies
- Insurance Planning
- Social Security Planning
- Wealth Management
- Mutual Funds, Index Funds, ETF's
- Stocks, Bonds, Cash Alternatives
- Retirement Planning
- 401(k) Rollovers, Roth IRA, Traditional IRA
- College Planning
- 529 Plans, ESA Coverdell Plans, UTMA/UGMA
- Insurance
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Health Insurance
- Annuities
- Immediate Income
- Deferred Income
- Guaranteed Lifetime Income
- Estate, Tax and Business Planning
- Key Person, Buy/Sell and Cross Purchase Agreements
Employee Benefits
- Group Health Insurance (including HSA and HRA plans)
- Group Dental and Vision Plans
- Disability Income Insurance (Long-term and Short-term Disability)
- Group Life Insurance (Employer-paid and Voluntary)
- Pension Plans (401-k and Defined Benefit Plans)
- Deferred Compensation
- Non-qualified Deferred Compensation
... POWER TO STAY THE COURSE