At our firm, we provide expert assistance in the following areas:
Risk Management
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Medical Plans
- Fixed Annuities
Wealth Management and Protection
- Retirement Planning
- IRA Succession Planning
- Tax Planning
- Asset Allocation Programs
- Estate Planning
- College Funding and 529 Plans
- Charitable Giving Plans
- Portfolio Risk/Reward Analysis
- Private Family Foundation
Corporate and Executive Benefits
- Competitive Health Insurance
- 401K and Safe Harbor 401K Plans
- Business Succession Planning
- 412i Defined Benefit Plans
- Medical Savings Accounts
- Executive Carve Out Plans
- Long and Short Term Disability
- Salary Continuation Plans
- Group Life Insurance
- Deferral Compensation Plans
Investments*
- Stocks
- Variable Annuities
- Bonds
- Money Management Accounts
- Mutual Funds
- Government Securities
- CD's Brokerage Accounts
- Real Estate Investment Trusts
- Debit Cards & Checkwriting
