Our Firm

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 business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, if we don’t offer a product or service, we know a group that does.

 

Our Services

Personal Needs

FAMILY PROTECTION

  • Life Insurance
  • Health Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Estate Conservation Strategies
  • Charitable Giving Strategies
  • Mortgage protection (funded with life insurance and disability income insurance)

WEALTH ACCUMULATION STRATEGIES

  • Retirement Planning
  • Accumulation and Distribution Strategies
  • Traditional/Roth IRA Accounts
  • Educational Funding (529/Coverdell)
  • Fixed/Indexed/Variable Annuities
  • Mutual Funds
  • Managed Investment Accounts

EMPLOYEE BENEFIT PRODUCTS

  • Employer Sponsored 529 Plans
  • Dental Benefits
  • Vision Care Benefits
  • Flexible Benefit Accounts
  • Group Life/Health Insurance
  • Voluntary Group Life Benefits
  • Accidental Death & Dismemberment Insurance
  • Short-Term and Long-Term Disability Income Insurance

Business Needs

BUSINESS CONTINUATION

  • Business Protection
  • Business Overhead Insurance
  • Key Employee Insurance
  • Disability and Life Insurance Services for funding
  • Buy/Sell Agreements

EXECUTIVE PLANNING

  • Deferred Compensation
  • Executive Carve-Out Plans
  • Key Person Insurance
  • Nonqualified Deferred Compensation
  • Executive Bonus Plans

FINANCIAL PLANNING

  • Flat Fee or Hourly Basis

TAX QUALIFIED RETIREMENT PLANS

  • 401(k) Plans
  • Solo 401(k) Plans
  • Profit Sharing Plans
  • Simplified Employee Pension (SEPs)
  • SIMPLE IRAs
  • Defined Benefit Plans

Please call us at 407-636-6333, if you have any questions about our firm or the range of financial products and services we provide. We have a relationship with a variety of financial services companies, if we don’t offer a particular product or service, we are happy to refer you to our contacts that can assist you.