Our Services

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.

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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