Broker Check

Products & Services

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 



*Guardian nor any of its subsidiaries offer Long Term Care Insurance

**Investments are offered through Park Avenue Securities