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:

 

  •  BASIC CONSULTING SERVICES    

Customized Retirement Income Protection Strategies
 Education Planning/College Funding Blueprint   
 Financial Planning and Counseling    
 Capital Accumulation     
 Retirement and Estate Planning/Charitable Giving  
 Insurance Analysis      

  • PROFESSIONAL/BUSINESS    

 Salary Continuation Strategies    
 Executive Fringe Benefit Planning    
 Group Insurance      
 Deferred Compensation     
 Employee Benefit Planning/Group/Voluntary Benefits
 Qualified and Non-qualified Retirement Plans
 Business Planning
 Business Insurance

  •  INVESTMENTS

 Mutual Funds
 IRA's
 Annuities
 Retirement Plans: 401K, SEP, 403B
 Pension/Profit Sharing, Rollovers

  •  PERSONAL INSURANCE

 Life Insurance
 Disability Income. 
 Property and Casualty
 Health