Products & Services

Personal Insurance and Planning

  • Life Insurance
  • Disability Income Insurance Protection
  • Long Term Care Insurance Protection
  • Estate Planning (in conjunction with your attorney and/or CPA)
  • Charitable Giving
  • Gifting Programs
  • Special Care Needs

Business Insurance and Planning

  • Employee Benefits
  • Voluntary Employee Benefits
  • Buy/Sell Funding
  • Key Person Insurance
  • Deferred Compensation

Retirement Planning

  • Individual Retirement Accounts (IRA)
  • IRA Rollovers
  • Roth & Traditional Investment Products
  • 401(k), Roth 401(k), Profit Sharing, and Defined Benefit Plans
  • Retirement Distribution Planning
  • Estate Analysis
  • Annuities
  • Access to Managed Accounts

Investments

  • Mutual Funds
  • Variable Annuities
  • Access to Securities Brokerage Services
  • College Funding Strategies
  • Access to Fee Based Asset Allocation Programs