Our Offerings

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:

 

 

 

 

Tax Planning and 
Cash Flow Management


Tax Planning
Identification of tax strategies
Cash Flow Analysis

 

Investment Planning


 Appropriate levels of liquid assets
 Account Evaluation
 Asset Allocation and diversification

 

Estate Planning


Identifying client’s objectives
Reviewing of wills

General estate planning structures
Considerations for fiduciaries
Estate tax projections
Planning recommendations
Proper titling of investments

 

Retirement Planning


Project future retirement needs
Establish retirement goals and objectives
Development of a funding strategy

 

Educational Funding


Projection of future education needs
Section 529 Plans
Educational IRA’s

 

 



Retirement Plans


Individual Retirement accounts (IRA’s)
Simplified Employee Plans (SEPS)

401 (k) Plans
Individual K (Indy K)
Simple Retirement Plans
Pension Plans
Profit Sharing Plans


 
   

Employee Benefits and Insurance Programs


 Whole Life Insurance
 Variable Life Insurance
 Variable Annuities
 Survivorship Life Insurance
 Term Life Insurance
 Disability  Insurance
 Executive Benefit
 Deferred Compensation Plans
 Key Person Insurance
 Buy/sell Insurance
 Buy/Sell Disability Insurance
 Long-Term Care Insurance
 Disability Business Overhead Insurance
 Group Health Insurance
 Business Interruption Insura
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