Our Services

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)

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck