Financial Services & Solutions
Individual and Corporate Services
We specialize in creating tailored financial solutions to enhance our clients’ financial well-being.
Recognizing the distinct need of individuals, executive teams or entire corporations, we provide
personal financial strategies through deep understanding and partnership.
Personal Needs
Family Protection
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Estate, Tax and Charitable Gifting Strategies.
Wealth Accumulation Products and Strategies
- Mutual Funds
- Variable Annuities
- Regular/Roth IRA
- Education Funding Strategies
- Retirement Planning
Business Needs
Business Continuation Planning
- Business Overhead Insurance
- Disability Buyout
- Buy-Sell Arrangement Funding
- Key Employee Insurance
Executive Benefit Planning
- Deferred Compensation
- Individual Disability Income Insurance
- Split Dollar/Bonus Plan
- Selective Executive Retirement Plans
- 401(k) Look-Alike Plans
- Supplemental Executive / Disability Income Insurance
- Corporate-Owned Life Insurance
Tax-Qualified Retirement Plans
- 401(k)
- Profit Sharing
- Money Purchase
- Age Weighted
- Defined Benefit
- Simplified Employee Pensions (SEPs)
- SIMPLE IRA
Employee Benefits Products
- Managed Care Medical Benefits, (including HMOs)
- Dental Benefits**
- Vision Care Benefits**
- Flexible Benefit Accounts**
- Group Life Insurance
- Short-term and Long-term
- Disability Insurance
- Long-Term Care Insurance
Let’s Plan for Your Future
We’ll put together a customized strategy for your exact plans whether it’s for your personal or business needs.