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)
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