Services
Investment Advisory Services
Relationships with independent third-party money managers allow us to provide personal, professional money management services. Our third-party money managers work with the following types of assets:
Mutual Funds
Unit Investment Trusts
Exchange Traded Funds
Individual Stocks and Bonds
Options Trading
Supplemental Retirement Plans
Preparing for retirement is integral to any financial strategy. We offer a variety of options to help clients prepare for their days of leisure.
IRA’s
Equity Indexed Annuities
Mutual Funds
Immediate Annuities
Variable Annuities
Insurance Protection
An important part of planning for your financial future is protecting it. Whether you live too long, die too soon or become disabled, these products can help you and your family protect the life you’re building.
Variable Universal Life Insurance
Universal Life Insurance
Equity Indexed Universal Life Insurance
Term Life Insurance
Whole Life Insurance
Disability Insurance
College Funding Plans
Whether preparing to send the first or fifth child to college, we can help clients begin saving now.
College Saving Guides
529 College Savings Plans
Elder Care Protection
Care in the later years of life can be a monetary burden, but proper preparation can help clients protect themselves and their loved ones should extended care be needed. We offer:
Long-term Care Insurance
Medicaid Planning
Supplemental Care Trusts
Qualified Income Trusts
Estate Transfer Solutions
Years of savings can be destroyed without proper estate planning. We offer solutions to help our clients during life and after their death, including:
Estate Tax Calculation Programs
Wealth Replacement Trusts
Donor Advised Funds
Irrevocable Life Insurance Trusts
Charitable Remainder Trusts
Qualified Opportunity Zones
Employer Retirement Plan Strategies
It’s important for a business owner not only to invest in his/her company, but also in the employees that work there. We offers a variety of packages to help reward and retain personnel with tangible benefit programs such as:
401(k) Plans
Profit Sharing Plans
Pension Plans
SEP and Simple IRA
Sole Proprietor 401(k)
403(b) Plans
457 Plans
Executive Compensation Programs
Our Executive Compensation solutions can help business owners design plans to attract quality employees and retain key personnel.
Deferred Compensation
Executive Bonus
Split Dollar
Key Person Insurance
Business Continuation Programs
We offer a variety of solutions that can help a small business owner transfer ownership and protect the future of their company.
Business Continuation Strategies
Buy-Sell Arrangements
Business Valuation
