Products and
Services
for a
Comprehensive
Financial Plan
For more than two decades, we have provided our clients with comprehensive, successful and longstanding plans that enable our clients to prosper. We offer:
SERVICES
- College Planning
- Admissions Assistance
- Financial Aid Assistance
- Risk Retention and
Management - Tax Planning
- Retirement Planning
- Estate Planning
- Wealth Transfer Planning
- Retirement Adequacy Studies
- Pension Maximization
- Tax Implication Evaluations
- Distribution Strategy
- Tax Preparation and Filing
- Social Security Strategies
- Healthcare Management
- Long Term Care Strategies
PROPERTY & CASUALTY INSURANCE
P&C Personal Lines
- Auto
- Home
- Rentals
- Umbrella
- Boats
- Motorcycles
- RVs
P&C Commercial Lines
- Commercial Auto
- Commercial Property
- Business Owner Policies
- General Liability
- Workers Compensation
- Inland Marine
- Surety Bonds
LIFE, HEALTH & DISABILITY INSURANCE
Personal Lines
- All Lines of Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Health Insurance
Commercial Lines
- Group Life
- Key Person Insurance
- Buy/Sell Agreements
and Policies - 401(k) and 403(b) Plans
- Safe Harbor Plans
- Defined Benefit Plans
FINANCIAL PRODUCTS
- Fixed Annuities
- Fixed Indexed Annuities
- Variable Annuities
- Mutual Funds
- Exchange Traded Funds (ETFs)