Products and Services

We provide assistance in the following areas:

Investments

  • Money Market Funds
  • Certificates of Deposit
  • Fixed Annuities
  • Government Notes and Bonds
  • Municipal Bonds and Funds
  • Traded and Non-traded Real Estate Investment Trusts (REIT's)
  • Equipment Leasing Programs
  • Individual Stock and Bonds
  • Individually Managed Accounts (aka, Private Managed Accounts)
  • Managed Futures Partnerships
  • Variable Annuities

Executive / Employee / Individual Benefit Plans

  • 401 (k) Plans
  • Pension/Profit Sharing Plans
  • Cross Tested Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Cash Balance Pension Plans
  • "Keogh" Plans
  • Simple and SEP IRA Plans
  • Tax Sheltered Annuities (aka, 457 and 403(b) Plans)
  • Traditional IRA's
  • Roth IRA Plans
  • Group Life/Health/Dental
  • Group Vision/Prescription
  • Group Disability Income
  • Cafeteria Plans
  • Medical Reimbursement Plans
  • Buy/Sell Agreement
  • Deferred/Supplemental Compensation Plans
  • Key Person Insurance
  • Disability Buy-Outs
  • Split Dollar Plans
  • Business Valuation
  • Investment/Financial Planning Meetings for 401K participants

Insurance / Risk Management for Individuals

  • Term Life Insurance
  • Universal Life
  • Variable Universal Life
  • Life Insurance for Qualified Plans
  • Whole Life Insurance
  • Joint & Survivor Life Insurance
  • Disability Income Insurance
  • Office Overhead Insurance
  • Fixed & Variable Annuities
  • Structured Settlements

Financial Planning

  • Estate Planning
  • College Funding & 529 Plans
  • Survivorship Needs Planning
  • Retirement Income Planning
  • Wealth Accumulation Planning
  • Investment Portfolio Analysis & Construction
  • Current Financial Situation Planning
  • Tax Planning