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
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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
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