Services

 Personal Services

Goal Setting 

 Develop, articulate and prioritize  objectives, resources and risk tolerance

 

 

Accumulation Strategies                        

  

Accumulation strategies for short, intermediate and long term objectives (ie cash reserves, business or personal opportunities, College Funding, retirement plans)  

  

 Personal Risk Management

  

Life and disability to replace loss of income, health and long term care insurance to provide liquidity for general health and personal care needs

 

Business Services

 

Business Continuation/Succession Plans

  • Buy/Sell agreement Funding
  • Disability Business Overhead
  •  COLI/BOLI
  • Key Person Insurance-Funding to replace loss value resulting from the death or disability of a key employee

 

 

Qualified Retirement Plans/Employee Benefits
  • Traditional and Roth IRA
  • 401k/profit sharing
  • 412(e)(3) plans
  • 403b Tax Sheltered Annuity (TSA) Plans
  • Group Medical Plans
  • Voluntary Deduction Plans
Executive Benefits Planning
  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Salary Continuation Plans
  • Estate Conservation Planning  

We do not charge fees for the services that we provide. We are only compensated if you choose to implement and purchase any products that we may recommend to satisfy your goals and objectives. For that we reason, we do ask that after an initial "no cost" consultation that you give serious consideration whether our business model is a good fit for you.