Our Services
Our primary work revoles around these 5 areas:
- 401k & IRA accounts
- Estate Planning
- Financial Planning
- Income Planning
- Insurance
- Investment Management
Through our various partners, we implement and oversee other additional work for the benefit of our clients:
Individual Benefits
- Life Insurance: Term, Variable, Universal and Whole Life - Family & Business Protection
- Disability Income Protection
- Tax management
- Retirement strategies
- 529 Plans (College Savings)
- Fixed & Variable Annuities
- Long-Term Care Insurance
Business Benefits
- Succession Planning
- Executive Compensation Planning
- Key Employee Protection
- Voluntary Supplemental Benefits
- Group Life and Disability
- Pension Planning
- Employer-sponsored 529 Plans (College Savings)