Comprehensive List of Our Services

 

INVESTMENT

• Mutual Funds
• Traditional & ROTH IRA's
• Education IRA's
  
• Section 529 Savings Plans
  
• Fixed & Variable Annuities
• First Trust (UIT'S)
  

EMPLOYER SPONSORED BENEFIT PLANS

• Defined Benefit Plan
• Defined Contribution Plan
• Profit Sharing Plan
• Section 401(k) Plan
• Section 403(b) Plan
• Solo (k) Plan
• Simplified Employee Pension Plans (SEP)

BUSINESS

• Key Man Life Insurance
• Buy-Sell Planning
• Business Continuity Planning

INSURANCE

• Long Term Care Coverage
• Joint Survivor
• Term Life
• Return of Premium
• Disability Income
• Group & Individual Health

SEMINAR & PRESENTATIONS

• Employee Financial Education Series
• Wealth Transfer

GETTING STARTED

• A. Call us to schedule an appointment for a complimentary review of your current portfolio.
• B. WORK ON YOUR WILL: We can refer you to skilled professionals who specialize in wills and trusts, or you can call some friends or family members to ask for the names of attorneys they recommend. Explain your situation and always ask about fees before you begin the process.