Our Services

Products & Services

Our focus is helping you improve your quality of life through financial strategies. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to help prepare for the future.

Personal Strategies

Financial Resource Services

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

Retirement Products & Services
 

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

Tuition Funding Programs
 

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Products

Investment Products
 

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

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving


Business Strategies

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