Services

Once your goals have been established, we will customize appropriate strategies designed to suit your vision and objectives.  We will help you execute your financial strategy utilizing various financial products and services, including:

 

 

 


  • 401(k) and IRA Strategies
  • Investments
  • Estate planning
  • College Planning
  • Income Protection
  • Life Insurance and Annuity Planning
  • Long Term Care Planning



For Businesses



  • Exit Planning - Have you established a definite time period to transfer your business to a specific party at an established price?



  • Wealth transfer - Is your will/trust current and does it accurately reflect how you want  your assets distributed?



  • Retirement Income - Are you or your key employees able to set aside enough money for retirement considering the limited amount of contributions that can be made to a 401K plan?



  • Survivor Income - Will your spouse and beneficiaries be able to maintain their desired standard of living after your death?



  • Business protection - In the event of a death, resignation of a key employee or a future change in management, would your business be as successful as it is today?



  • Income Protection - Upon an accident or severe illness, would you be able to meet present financial obligations based on your expected income during that stressful time?