Services
The following is a list of our professional services & solutions:
Financial: Planning Considerations
- Retirement planning strategies
- Personal Retirement Plans
- Comprehensive “Fee-Based” Financial Planning
- Wealth Management Strategies
- Wealth Distribution Analysis
- Qualified Plan Distribution Analysis
- Estate Conservation Planning
- College Funding Analysis and Projections
- Financial Planning
Investment: Strategies and Investments
- General Securities Trading
- Mutual Funds
- Unit Investment Trusts
- Certificate of Deposits
- Traditional and Roth IRAs
- Asset Allocation Analysis
- Annuities – Fixed, Index and Variable
- Money Market Accounts
- Investment Advisory Programs
- College Funding – Section 529 Plans
Business: Retirement Plans
- Pension and Profit Sharing Plans
- 401(k) Plans
- Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) Plans
- Simplified Employee Pension (SEP) Plan
- Buy/Sell Agreement Funding
- Business Succession Planning
Tax Services
- Tax Planning
- Reducing or Avoiding Tax on Social Security
Legal Service Referrals (Provided through Several Licensed Attorneys)
- Wills, Durable Powers of Attorney, Medical Directives
- Trusts
- Estate Planning
- Probate
Insurance Services
- Life Insurance
- Medical Supplement Insurance
- Long Term Care Insurance
