Our Products & Services

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, but not limited to, the following products and services:

 

PRODUCTS

Annuities Life Insurance Disability Insurance Health Insurance
- Variable - Term - Long-Term - Individual
- Fixed - Universal Life - Short-Term - Interim
  - Variable Life - Business Overhead - Group
  - Whole Life - Group  
  - Joint Life    
  - Survivor Life    
  - Group Life    
       
Stocks Mutual Funds Bonds Long-Term Care
      - Individual
      - Supplemental

 

SERVICES

Personal

- Comprehensive Financial Planning - Family Security Calculations - Educational Funding
- Investment Recommendations - Estate Planning - Charitable Planning
- Retirement Planning - Brokerage Accounts - Trust Planning
- Financial Independence Tax Strategies - Asset Allocation - IRA Recommendations

 

Business

- Business Insurance - Employee Bonus Plans - Self-Employed Pension Plans
     - Split Dollar - Employee Benefit Plans - Group Insurance
     - Key Man      - Profit Sharing      - Life, Health, and Disability
     - Buy/Sell      - Defined Benifit/Contribution - Business Continuation Plans
- Deferred Compensation Plans      - 401(k), 401(b) - Buy/Sell Agreements
- Salaray Continuation      - S.I.M.P.L.E. - Business Valuations