Products and Services

Our focus is helping you improve your quality of life through financial peace of mind. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future. 

 

Business Solutions

Business Continuation Strategies

  • Charitable Giving
  • Buy - Sell Strategies
  • Family Business Succession Analysis
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Group Life / Health & Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

 

Personal Solutions

Financial Resource Analysis                               

  • Life & Disability Income Insurance Needs                    
  • Analysis of Savings and Investments*
  • Retirement Income Needs
  • Budget & Cash Flow Study

Retirement Strategies

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities* 
  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance

College Funding Strategies

  • College Costs Analysis
  • Analysis of Investment* Alternatives
  • Insurance and Investment Plans*

Investment Products*

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Analysis

  • Non-Qualified Retirement Programs
  • Tax Saving Strategies
  • Charitable Giving