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)