Our Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Business Start Up, Counsel, & Corporate Taxes
  • Income, Gift and Estate Tax Counsel

Retirement Planning 

  • Are you saving enough
  • What are the most suitable retirement savings vehicles for you
  • How will taxes impact my retirement
  • Retirement portfolio management
  • Retirement income strategies

Estate Planning

  • How do trusts work and do I need one
  • Gifting strategies
  • Charitable Trusts
  • Legacy Planning
  • Estate Tax reduction strategies

Small Business Planning

  • Key Employee Insurance
  • Buy Sell Agreements
  • Business Valuation
  • Exit Planning
  • 401(k) plan design