While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
|
MENU OF SERVICES
|
Planning
 Insurance Planning
Business Succession Planning
Estate Tax Analysis and Planning
Trust Strategies
Educational Planning and Funding
Retirement Planning *
Pension Distribution Analysis
Financial Planning
|
Business Planning
Key Person Life Insurance
Business Overhead Protection
Business Valuation
Buy/Sell Agreement Funding
Deferred Compensation *
419 Plans
Group Life Alternatives
Split Dollar, Reverse Split Dollar and Family Split Dollar Plans
|
|
Investments*
Mutual Funds *
Money Market Funds *
Access to Brokerage Services *
Institutional Advisory and Portfolio Management Services *
Investing* From a Net Tax Perspective
Educational IRA *
529 Plans/College Savings Plans *
|
Qualified Retirement Plans
Pension Plans *
Profit Sharing Plans
Institutional Investment Advisory and Portfolio Management Services *
VIP Asset Management Account *
401(k) Plans and 403(b) Plans *
SIMPLE Plans *
“Regular” IRA and Roth IRA *
|
|
|
Insurance Products
Life (Term - Permanent)
Disability Income
Health & Critical Illness
Interest Sensitive Universal Life
Variable Universal Life *
Survivorship Life
Long-Term Care
Medicare Supplements
Fixed and Variable Annuities *
Variable Life *
|
Employee Benefits
Group Health Insurance
Group Disability Plans
Group Life Insurance
Group Dental and Vision Care
Payroll Deduction Worksite Plans
Pre-Tax Premium Plans
Section 125-Flexible Spending Accounts (Cafeteria Plans)
Medical Spending and HSA Accounts
Statutory Disability Plans (DBL)
|
|
