Our Services
Wealth Management
- Retirement Planning
- Estate Planning
- Wealth Transfer Planning
- Retirement Adequacy Studies
- Pension Maximization
- Tax Planning
- Tax Implication Evaluations
- Distribution Strategies
- Social Security Strategies
- Healthcare Management
- Long Term Care Strategies
- Financial Products
- Fixed Annuities
- Fixed Indexed Annuities
- Variable Annuities
- Mutual Funds
- Exchange Traded Funds (ETFs)
College Planning
- College Funding Services
- Personalized EFC Calculation & Reduction Analysis
- Financial Aid Award Estimates
- Financial Aid Assistance
- Free Application for Federal Student Aid (FAFSA) Assistance
- CSS Profile Assistance
- Verification and IDOC Support
- Award Evaluations
- Appeal letters
- Major & Career Assessments
- College Knowledge Resources
- College Knowledge Podcast
- National Association for College Admission Counseling (NACAC)
- Admissions Impact Mentoring
- Admissions Assistance
- Strong Interest Inventory® with College Profile Assessments
- Essay & Application Review
- SAT/ACT Preparation
- Scholarship Eligibility Reports
Insurance Services
- Personal Auto
- Homeowners Policies
- Rental Insurance
- Umbrella Coverage
- Boats, Motorcycles, RVs
- Commercial Auto & Property
- Business Owner Policies
- General Liability
- Workers Compensation
- Surety Bonds
- Life Insurance
- Disability
- Long Term Care
- Health Insurance
- Buy/Sell Agreements and Policies
- 401(k) and 403(b)
- Safe Harbor Plans
College Planning
- College Funding Services
- Personalized EFC Calculation & Reduction Analysis
- Financial Aid Award Estimates
- Financial Aid Assistance
- Free Application for Federal Student Aid (FAFSA) Assistance
- CSS Profile Assistance
- Verification and IDOC Support
- Award Evaluations
- Appeal letters
- Major & Career Assessments
- College Knowledge Resources
- College Knowledge Podcast
- National Association for College Admission Counseling (NACAC)
- Admissions Impact Mentoring
- Admissions Assistance
- Strong Interest Inventory® with College Profile Assessments
- Essay & Application Review
- SAT/ACT Preparation
- Scholarship Eligibility Reports
Insurance Services
- Personal Auto
- Homeowners Policies
- Rental Insurance
- Umbrella Coverage
- Boats, Motorcycles, RVs
- Commercial Auto & Property
- Business Owner Policies
- General Liability
- Workers Compensation
- Surety Bonds
- Life Insurance
- Disability
- Long Term Care
- Health Insurance
- Buy/Sell Agreements and Policies
- 401(k) and 403(b)
- Safe Harbor Plans