Our Services and Products

 

We help our clients with their personal financial needs, as well as help businesses with their retirement planning benefits.  It is of the utmost importance to us to exceed your expectations through outstanding service.  We can provide assistance to  you in numerous aspects of your financial services including:

Retirement Planning
        401(k) Rollovers
        IRAs (Individual Retirement Accounts)
        Roth IRAs
        Fixed & Variable Annuities
        Retirement Needs Analysis
        Distribution Planning
 
Investment and Annuity Products
     Mutual Funds
     Stocks & Bonds
     Annuities:  Variable, Fixed, Fixed Index
     CD's
     REITs
     UITs
 
College Planning
        College Cost Analysis
        529 College Savings Plans
 
Estate Planning
        Charitable Giving
        Tax Reduction Strategies
 
Business Continuation Planning
        Key Person Insurance
        Buy / Sell Strategies
        Family Business Succession Planning
 

 

Employee Benefit Programs
        Pension, Profit Sharing and 401(k) Plans
       SEP and SIMPLE IRAs
        Non-Qualified Retirement Plans
 
Life Insurance Products
        Term Life
        Universal Life
        Survivorship Life
        Variable Universal Life
  
Disability Insurance
        Disability Income
        Disability Buy-Out
        Overhead Expense