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:

Analysis/Education

• Retirement Plan Evaluation
• Employee Education & Seminars
• Comprehensive Investment Plan

Retirement Planning

• 401(k), 457, 403(b) & SIMPLE plans
• IRAs (Traditional, Roth & SEP)
• IRA rollovers
• Asset Allocation
• Income for Life Planning
• Structured Equity Products
• Fixed and Variable Annuities
• Mutual Funds
• Non-traded REIT's

Insurance Planning

• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Lifetime care for children with special needs

Business Planning

• Business Continuation
• Key Executive Benefits
• Deferred Compensation
• Qualified and Non-Qualified Retirement Plans
• Executive Stock Option Planning
• 401(k) and SEP Plans

Additional Planning Strategies

• Tax Planning & Tax Reduction
• Education Planning College Tuition Funding
• Estate Analysis