Services

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and businesses.  There are four basic steps to our financial planning model; identify problems and priorities, explore potential options, implement the proper solution, and continue to monitor and review on a regular basis. 

 

Below are some of the areas of our expertise:

1. Retirement Planning

• IRA's, SEP's, 401k plans, Defined Benefit Pension Plans, 403b Plans, SIMPLE IRA's, Deferred Compensation Plans, Non-Qualified Retirement plans, other Retirement supplemental plans.

    2.   Estate & Insurance Planning

• Insurance planning Analysis for use of estate taxation, Income Replacement, Liquidity Needs, Special Needs Trusts.  Medical, dental, vision plans, & Medicare supplemental plans.

    3.   Business Insurance Planning

• Buy/Sell Agreements, Group Medical and other employee benefits,  property and Casualty Insurance, Liability and Worker's Compensation Insurances.

     4.   Investment Planning

• Mutual Funds, Managed Money Programs, Variable Annuities, Fixed Annuities, Index Annuities.