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)
Wills and Trusts

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