Planning for Individuals and Families
Investment/Retirement Planning
Sound strategies to help you pursue your financial goals.
- Portfolio analysis
- Pension analysis
- Penalty-free withdrawals
- Income flow
- Mutual Funds
- Annuities
Stocks/Bonds
Estate Planning
Preserving and passing on the assets you have worked hard to create.
- Asset protection
- Charitable giving
- Wealth Transfer
- Gifting
Life Insurance
Protects you and your loved ones against the financial risk associated with death.
- Income continuation
- Final expenses
- Emergency fund
Long-Term Care Insurance
Provides money to help cover the cost of providing care if you are unable to perform the activities of daily living.
Medicare Supplement Insurance
Products that work with Medicare to meet your changing needs.
Multiple plans including Medicare Advantage
- Easy claim filing
- RX Plans
Health and Medical Insurance
Provides money, when you need it the most, due to a sickness or injury.
- Income replacement
- Doctors’ bills
- Lump sum payments
- Hospital expense
College Education Planning
Planning to help you answer the three tough questions…
- How much will it cost?
- How much must you save?
- How to save?
- College Savings Plans
- 529 Plans
Planning for Businesses and Employees
Business Insurance
Seek to help you attract and retain employees.
- Retirement Plans
- 401k, Simple IRA, SEP
- Profit Sharing/Money Purchase
- Stock Redemption
- Deferred Compensation
- Executive Compensation Plans
- Group Insurance
- Life, Disability, HSA’s
- Health, Dental
Plans to help you preserve your business.
- Buy-Sell Arrangements
- Key-Employee Insurance
- Business Continuation Plans
- Business Overhead Insurance
Worksite Marketing
Voluntary benefits employees can purchase through payroll deduction.
- Life Insurance
- Disability
- Dental
- Accident
- Critical Illness
- Annuities
