Services

 

 

 Retirement                                                                    

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


Investments

  • 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck