Planning for Individuals

• Financial Planning
  • Goal Setting, Budgeting, Tax Effiiciency
  • Retirement and Investment Strategies
  • Insurance Planning
  • Social Security Planning
  • Ongoing Plan Monitoring
• Wealth Management
  • Mutual Funds, Index Funds, ETF's
  • Stocks, Bonds, Cash Alternatives
  • Alternative Investments
• 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

Some health insurance products offered by unaffiliated insurers.