Our Services

Personal Planning


  • Financial Planning
  • Retirement Planning
  • Asset Allocation
  • Tax-Advantaged Investments
  • Educational Planning - Including 529 Plans
  • Investments outside the stock/bond market



 


Investments



  • Annuities
  • Mutual Funds
  • Alternative Investments
  • Stocks
  • Bonds
  • Third Party Asset Management



 


Risk Management



  • Life Insurance (Term, Whole Life, Variable Life, Index Universal Life, etc.)
  • Disability Insurance
  • Long Term Care Insurance



 


Benefit Planning


Group Insurance:



  • Life
  • Health
  • Disability
  • Long Term Care Insurance



Retirement Plans:



  • IRAs - Traditional and Roth
  • Pension Plans
  • Profit Sharing Plans
  • 401 (k) Plans - Group and Individual
  • SEPS
  • Keogh Plans
  • TSA Plans