Services for Families…
PROTECTION PLANNING- Review of wills, trusts and estate documents
- Review of liability and property insurance
- Life insurance
- Disability insurance
- Long term care insurance*
INVESTMENT PLANNING**- Asset allocation
- Portfolio management
- Fixed and variable annuities
- Education planning
- Retirement planning
- Retirement cash flow planning
ADVANCED PLANNING- Asset protection strategies
- Wealth transfer strategies
- Charitable strategies
- Pension maximization
| Services for Businesses…
GROUP INSURANCE- Group life insurance
- Group disability insurance
- Group dental and vision insurance
RETIREMENT PLANS- Simple and SEP plans
- 401(k) and profit sharing plans
- Cash balance plans
- Fully insured 412(e)3 plans
BUSINESS PLANNING AND ADVANCED STRATEGIES- Key person and buy/sell strategies
- Acquisition and exit strategies
- Deferred comp, executive bonus and split dollar strategies
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