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