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:

 

 

                                                             Individuals                           Business Clients

 

        Risk Management:                    Life Insurance                        Group Life Plans

                                                           Supplemental DI                    Group DI Plans

                                                            Long-Term Care                       Group LTC

                                                            Health Benefits                      Group Health Benefits

                                                                                                    Key-Man, Buy-Sell Funding

   

         Wealth Management:            Taxable Accounts                  401Ks, Safe Harbor, Solo-K’s

                                                         Retirement Accounts               Simple IRA’s

                                                         Cash Management                  SEP-IRA’s

                                                         Margin Loans                            ESOP, ESPP

                                                         Trust Administration                 Defined Benefit Plans

   

             Wealth Preservation        Estate Planning                Wealth Transfer Strategies

               And Distribution:           Wealth Transfer            Business Succession Planning

                                                       Second-to-Die Policies       Business Valuation