Products and Services

Personal Solutions

• Financial Resource Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Accumulation and Distribution Strategies
  • Cash Flow Analysis
    
     

• Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Asset based Long Term Care Insurance
    
     

• College Funding Solutions

  • College Costs Analysis
  • Analysis of Investment* Alternatives

• Investment Products *

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

• Estate Analysis

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving
  • Hypothetical Probate Analysis
     

Business Solutions

• Business Continuation Planning

  • Funding Option 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 Program

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