Products & Services
Our focus is helping you improve your quality of life through the recommendation and implementation of quality products and services. We offer a wide variety to help you address today’s personal and business financial problems and help you to prepare for the future.
Personal Strategies
Financial Resource Services
- Life & Disability Income Insurance Needs
- Review of Savings and Investments
- Retirement Income Needs
- Budgeting and Cash Flow Study
Retirement Products & Services 
- Individual Retirement Accounts (IRAs)
- Fixed and Variable Annuities
- Retirement Needs Review
- Long-Term Care Insurance
Tuition Funding Programs
- College Costs Analysis
- Analysis of Investment Alternatives
- Insurance and Investment Products
Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
Estate Planning
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving
Business Strategies
Business Continuation Planning
- Funding Option Analysis
- Buy - Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits 
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation Funding
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
Employee Benefit Program
- Life and Disability Income Insurance
- Pension, Profit Sharing and 401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Non-Qualified Retirement Programs
Estate planning is accomplished by working in conjunction with the client’s tax and legal advisors.
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