Services For Individuals and Families

 

General investment advice and implementation

Stock, bond, mutual fund portfolios

Fixed-interest and variable annuities

Professionally-managed investment accounts

Life, disability, and long-term-care insurance

Traditional and ROTH IRA’s and Rollovers

Self-Employed retirement Plans (SEP’s , SIMPLES’s,            

            Solo 401(k) plans)

Estate Tax Planning

Retirement Planning and Monitoring

Education and Funding Plans

 

 

Services For Business Owners

 

Qualified Retirement Plans,401(k), SIMPLE, Profit Sharing, SEP

Succession Planning for Business

Estate Planning for the Executive/Owner

Salary Continuation Plans in retirement or disability

Buy-Sell Agreements-Make sure you don’t end up in business

            With your partners spouse!

“Golden Handcuff” arrangements to retain key personnel

            Necessary for success.

Pension Maximization to help executives maximize income in

            Retirement.

Life, Disability, Long-Term Care Insurance Planning