Our Services

Investments and Insurance

  • Retirement Plans and Strategies  
  • Access to Professional Money Managers
  • Mutual Funds, Stocks & Bonds
  • College Savings Plans
  • Annuities
    • Fixed Annuities
    • Equity Indexed Annuties
    • Variable Annuities (with guaranteed riders)
  • Individual Life and Health Insurance

 

 

 

Services for Seniors and Pre-Seniors 

  • Conservative/Preservation Strategies
  • Value-based Investing
  • Retirement Planning
  • 401(k) / IRA Rollovers
  • College Savings for Children/Grandchildren
    (529 plans, annuities)
  • Charitable Giving Accounts and Trusts
  • Tax Savings Strategies
  • Strategies to avoid paying tax on Social Security
  • Strategies for heirs and legacy provision

 

Services for Business Owners

 

Employee Retirement Plans:

  • 401(k) / 403(b) / 457(b)
  • Profit Sharing Plans
  • Third party administration

Employee Group Insurance Benefits: 

  •   Medical
  •   Dental
  •   Vision
  •   Disability
  •   Life
  •   Partially Self-funded Plans  

Business Owners Financial Planning:

  • Continuation Planning
  • Tax Favorable Exit Strategies for Owners
  • ESOP Plans
  • Owners Retirement Planning
  • Tax Saving Strategies

 

Services for Physicians / Healthcare Providers

 

ASSET PRESERVATION is the main concern for healthcare professionals who face the potential of legal action.  We have an arsenal of proven asset protection techniques that we provide our physician clients along with financial services common to all business owners.