Our Services
Services and Solutions
Our professional advisory team provides financial planning services for individuals and business consulting services for businesses. The areas that we focus on include:
Financial Planning Solutions and Services
- Asset Allocation
- Mutual Funds
- Asset Management Programs
- Stock and Bonds
- Limited Partnership
- Self-Directed IRAs
- Integrated Financial Planning
- Real Estate Tax-Saving Strategies
- Tax Strategies Planning
- Investment Planning
- Retirement Planning
- College Funding Planning
- Risk Management & Insurance Planning
- Estate Planning
- Pensions
- Profit-Sharing & 401(K) Plans
- Employee Benefit Plans
- Business Entity Planning
- Business Succession
- Executive Benefit Plans
- Educational Seminars
Risk Management Solutions and Services
- Term Life Insurance
- Variable Life
- Index Life
- Whole Life & Universal Life
- Survivorship Life Insurance
- Critical Illness Insurance
- Employer Sponsored Life Insurance
- Disability Income Insurance
- Health Insurance for individuals, families and businesses
- Medical Supplemental Insurance for retirees
- Long Term Care Insurance
- Variable Annuities, Index & Fixed Annuities