Services

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Financial Resource Analysis / Resolutions

  • Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Planning

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Supplemental Retirement Income using Life Insurance
  • Retirement Needs Analysis
  • Tailored Retirement Plans
  • Long Term Care Insurance

College Funding Strategies

  • College Costs Analysis
  • EFC (Expected Family Contribution) Projection
  • Analysis of Investment Alternatives
  • Insurance and Investment Plans

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Planning

  • Hypothetical Probate Analysis
  • Tax Saving Strategies
  • Charitable Giving

Business Continuation Planning

  • Funding Optional Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Programs

  • Group Life Health and Disability Income Insurance
  • Pension, Profit Sharing, and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Program