As we craft a tailored financial plan for you, we'll guide you through a systematic process designed to instill confidence in your decision-making.
Once we've identified your goals, we'll craft personalized strategies to align with your vision and objectives. Our expertise extends to implementing a robust financial program, drawing upon an array of products and services to meet your unique needs.
MENU OF SERVICES
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Planning
- Insurance Planning
- Business Succession Planning
- Estate Tax Analysis and Planning
- Trust Strategies
- Educational Planning and Funding
- Retirement Planning *
- Pension Distribution Analysis
- Financial Planning
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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
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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 *
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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 *
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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 *
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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)
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