Menu of Services for Families and Individuals

Savings and Investments: Brokerage Accounts , Mutual Funds, Asset Allocation Analysis, IRAs (Traditional & Roth), Annuities (Fixed & Variable), Wealth Accumulation Strategies, College Funding, Retirement Planning.

Risk Management: Current Policy Review, Benefits Review, Disability Income Insurance, Life Insurance (term, universal, whole), Long-Term Care Insurance.             

Legacy Planning: Estate Planning, Estate Conservation, Trust Services*, Charitable Giving.          

Menu of Services for Businesses

401(k), 403(b), SEP and SIMPLE IRAs Business Continuation, Deferred Compensation Plans, Executive Bonus Plans, Pension Plans, Retirement Account Rollovers, 529 Plans

Executive Benefit Strategies, Group (Life, Health, Dental, Vision, Wellness).                       

Key Person Insurance, Salary Continuation, Split Dollar Plans.  

Succession Planning, Informal Business Valuation, Buy-Sell Review, Buy-Sell Agreements.