Our Suite of Services
Estate Conservation
- Estate Needs Analysis
- Charitable Giving
- Funding Strategies for Revocable/Irrevocable Trust
Investments/Retirement Strategies
- Maximizing current Income
- Investment Advisory service/Fee based Management
- Mutual Funds/Stocks/Bonds/ETFs
- Variable/Fixed Annuities
Selective Benefits
- Deferred Compensation Plans
- Executive Bonus Plans
- Defined Benefit Plans
- Split Dollar Programs
- Defined Contribution Plans
Business Planning
- Qualified Plan Design and Service
- Employee Benefits
- Health Insurance
Insurance
- Life Insurance Audits
- Disability Income Insurance
- Long Term Care Insurance
- Salary Continuation Plans
- Key Person Insurance
- Buy/Sell Funding with Life Insurance
- Business Overhead Expense