Products & Services

At , we provide assistance in the following areas:

General Products And Services

  • Life Insurance Planning
  • Disability Insurance Planning
  • Medical Insurance Planning
  • Fee Based Consulting
  • Business Owner Planning
  • Planning for Professionals
  • Retirement Planning Educational Courses
  • Employee Benefits Planning
  • Annuity Utilization Planning
  • Estate Conservation Planning
  • Wealth Retention Planning
  • Investment Planning
  • Life Insurance Policy Audits

Planning Programs By Category


Individual

  • Charitable Strategies
  • IRA,Pension & Annuity Rescue Plans
  • Education Funding
  • Pension Maximization
  • Retirement Planning
  • IRA Alternatives
  • Tax-Favored Investing
  • Real Estate Programs

Business Owner &
Professional

  • Deferred Compensation
  • Capital Transfer
  • Keyperson Protection
  • Employee Retention
  • Split-Dollar Plans
  • Investing
  • Section 125 Plans
  • Group Insurance Plans
  • Supplemental Benefits
  • Business Continuation
  • Self-Funding Strategies

Retiree

  • Tax-Favored Income
  • Tax-Deferred Savings
  • Long-Term Care
  • Trust Counseling
  • Safer Equity Investing
  • Wealth Leveraging
  • Grandchild Education
  • Asset Protection
  • LifeStyles Portfolio

Additional Planning Programs

  • Premium Financing Programs
  • Estate Tax Projections
  • Testing Gifting Tolerance
  • Wealth Preservation Using a Charitable Remainder Trust
  • Wealth Leveraging Techniques
  • Charitable Planning Alternatives
  • Professional Money Management
    Products and Services
  • Zero-Estate Tax Planning
  • Long-Term Care-Insure or Self-Insure?
  • Spend Your IRA/Pension First or Last?
  • Personal Cabinet Concept