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Financial Products & Services

to reach your financial goals...

Personal Strategies

  • Comprehensive Holistic Financial Planning
  • Review of Savings and Investments Programs
  • Evaluation of Insurance Policies (Life, Disability, etc.)
  • Retirement Readiness Review and Retirement Transition Planning
  • Budgeting and Cash Flow Analysis 

  • Individual Retirement Accounts (IRAs)
  • Retirement Needs Review
  • Retirement Readiness Review and Retirement Transition Planning
  • Long Term Care Insurance
  • Analysis of Investment Alternatives
  • Fixed and Variable Annuities

  • College Funding Strategies
  • College Cost Analysis

  • Stocks, bonds, ETF’s
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services
  • Wealth Management Service

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Business Strategies:

  • Buy-Sell Strategies 
  • Buy-Sell Funding Strategies 
  • Business Succession Planning
  • Key Person Insurance 

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding Strategies
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

  • 401(k), Pension, Profit Sharing, Cash Balance Plans
  • Non-Qualified Retirement Programs
  • Life and Disability Income Insurance
  • Payroll Deduction Plans

Please contact us to discuss your unique situation.

We have thousands of nonproprietary independent financial products and services which allows us to custom tailor a solution that helps solve your particular requirement.

We will diligently work with you to discover the financial solution that best addresses your goal.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  304-397-6517