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Our Services

Business Benefits and Services

Effective financial strategies are a key component for business owners in order to operate and maintain a successful business. It is necessary to have a plan in place to help cover every aspect of owning a business from retaining employees to protection against sudden events.

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Special Needs Planning

What will happen when you're no longer able to care for your dependent?

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Long Term Care Planning

The cost of Long-Term care can be high, but putting a plan in place earlier in life may help you ensure that you will receive the quality of care you want, in the event you need it. The need for Long-Term Care is more common than most people may think and can stem from disability, chronic illness, or cognitive impairment. 

Estate Planning

Now is the best time to start thinking about estate planning, not when you are retiring. There is no wealth requirement and no minimum age. An estate plan clarifies how you would like your assets divided up after you are no longer living. You can always make changes to your plan, but without one in place, the state makes decisions on your behalf.

Financial Literacy

We understand that financial literacy has the power to change lives.  Our seminars provide individuals the information needed to make critical financial decisions.  We offer a range of educational workshops covering a number of topics that can help teach you about the finance industry and how to apply it to your own financial situation. 

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Life Insurance

  • Variable Life, Universal Life and Whole Life Insurance
  • Term Life Insurance
  • Payroll Deduction Life Insurance
  • Key Person Protection
  • Accidental Death & Dismemberment Coverage

Income Replacement*

Disability Income Insurance today plays a significant role in a financial strategy. We help you review and select features that are most appropriate to your situation:

  • Disability Income Protection
  • Non-cancelable/Guaranteed Renewable Coverage available
  • Business Overhead Insurance
  • Multi-Life Discounts

Business Succession & Estate Conservation Strategies

While we are not in the business of offering tax or legal advice, we can work with you and your professional advisor to help you select the most appropriate products and services for your personal situation and provide information in the areas of:

  • Business Succession
  • Income and Estate Tax Consequences of Qualified Plans
  • Charitable Giving

Brokerage Accounts

Offering over 150 well-known and well-established mutual fund families, as well as, investment advisory services, exchange-traded funds, and fee based managed portfolios.

Qualified Plans & Retirement Products

  • Pension Plans and Administration
  • Profit Sharing and Money Purchase Plan Funding
  • Education Funding Strategies (529 Plans)
  • 401(k)
  • Roth IRA
  • SEP
  • Lump-Sum Distributions
  • Fixed and Variable Annuities

Non-Qualified Plans & Products

  • Voluntary Benefits Plans
  • Funding Options for Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation/Salary Continuation Plans