Additional Products & Services

Personal Financial Strategies - We work with individuals and families to achieve their financial goals by helping them build wealth, invest with confidence, and insure their plan.

• Insurance and Protection Planning

• Investment Planning

• Financial Planning

• Estate Planning

• Annuities/Mutual Funds/Bonds/Stocks

• Chartiable Donation Strategies

• College Education Planning

• Individual Health Insurance

• Long Term Care

• Retirement Planning

• Tax Planning

• Medicare Planning

Business Financial Strategies - We work with businesses, non-for profits, unions, and other organizations to help improve productivity, attract and retain employees, and lower expenses.

• Employee Benefits

• Company Sponsored Retirement Plans

• Executive Benefits

• Split Dollar Arrangements

• Business Continuation

• Qualified Plans

• Non-qualified Plans

• Alternative Funding Strategies