• Retirement Needs Analysis
  • Distribution Planning
  • Traditional IRA's
  • Roth IRA's
  • Fixed Annuities
  • Variable Annuities 


  • Stocks
  • Bonds
  • Mutual Funds
  • ETF's (Exchange Traded Funds)
  • Tax-free Municipal Bonds 


Wealth Protection

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

College Funding

  • College Funding Analysis
  • 529 Plans

Estate Planning*

  • Estate Tax Analysis
  • Charitable Giving
  • Wealth Preservation and Transfer
  • Trust Utilization

Employee Benefit Products and Plans

  • Pension, Profit Sharing, and 401(k) Plans
  • Non-Qualified Retirement Program
  • Simple IRA's
  • SEP IRA's
  • Group Health/Life and Disability Insurance

Business Continuation

  • Buy-Sell Funding Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Deferred Compensation Funding

*This information is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.  Individuals are encouraged to seek advice from their own tax or legal counsel.