Our Services

You can depend on us to listen, understand and deliver what you value most…whether you are starting a business, starting a family, or planning for retirement, we can help you design a financial program to help you reach your personal and business goals through each phase of your life.

PERSONAL NEEDS

Family Protection
-Life Insurance/Variable Life Insurance*
-Disability Income Protection
-Estate Planning
-Tax and Charitable Planning

Wealth Accumulation Strategies
-Managed Money Accounts*
-Fixed and Variable Annuities*
-Mutual Funds*
-Traditional & Roth IRA’s*
-Retirement Planning & Education Funding

BUSINESS NEEDS

-Business Continuation Planning
-Buy-Sell Arrangements
-Business Succession Plans
-Key Person Life Insurance

Executive & Employee Benefit Planning
-Deferred Compensation
-Group, Life, Health, Disability Insurance
-Flexible Benefit Accounts
-Selective Executive Retirement Plans
-Split Dollar Life insurance

Tax Qualified Retirement Plans
-401K Plans
-Money Purchase
-Profit Sharing
-Simplified Employee Pension (SEP)

Property and Casualty Insurance and evaluation