our services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Insurance & Financial Services

 Personal Retirement Program

Life, Health & Disability Income Insurance

Buy and Sell Agreement Funding

Split Dollar Life Insurance

Key Person Life Insurance

Financial Needs Analysis

Estate Cost Analysis

Financial Profiles

 

Employee Benefits

Defined Benefit Pension Plans

Pension-Profit Sharing Plans

401(k) & 403(b) Retirement Plans

Group Insurance

Selective Executive Retirement Plans

Executive Bonus Plans

Salary Continuation Plans

Benefit Analysis & Communications

Simplified Employee Pension

 

Investments*

Mutual Funds

Money Market Funds

Tax-Free Municipal Bonds

Managed Accounts

General Securities Trading

IRA- Rollover Accounts

Annuities