Products & Services
Services Offered
Retirement Planning
- Dealing with Lump Sum Distribution
- Projecting Early or Late Retirement Needs
- Longevity Planning
- Income Generating Strategies
- Minimizing Tax Liabilities
Estate & Inheritance Planning
- Protecting Privacy
- Preserving Family Wealth with Legacy Planning
- Charitable Giving
- Stretch IRA Planning
Investment Planning
- Identifying Capital, Contributions,
- Return & Income requirements to meet goals.
- Building Cash Reserves
- Education on Alternatives Pros/Cons
- Asset Allocation: Attempt to Reduce Risk & Enhance Rate-of-Return by Balancing Assets
- Financial Plans-Building Your Blueprint For Success
- Funding Children & Grandchildren Education Needs
Risk Management Planning
- Disability or Long-Term Illness
- Premature Death
- Long-Term Care Planning
- Tax Planning
Products Offered
Retirement Products
- IRA’s, SEP-IRA’s. TSA (403(b))
- Qualified Plans, Simple IRAs, 401(k)
- Profit Sharing, Money Purchase
- Pension Planning
- Deferred Compensation Strategies
Insurance Group Products
- Individual & Group Life, Term,
- Variable Life, Universal Life Disability
- Health – Individual & Group
- Long-Term Care - Individual & Group
- Key Person Insurance
Investment Products
- Money Markets
- Treasuries-Bills, Notes & Bonds
- Stocks
- Bonds-Taxable & Tax Free
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Annuities – Fixed & Variable
- 529 Plans
- Third Party Managed Accounts (SMA)
- Social, Moral & Faith Based Investments
Banking Services
- CD’s, Savings Accounts
- Home Equity Loans
- Mortgages
Referral Services
- Property & Causality Insurance
- Tax Services
- Wills & Trusts
