Products and Services

INSURANCE & FINANCIAL PLANNING* for INDIVIDUALS & BUSINESSES

 

  • Personal Retirement Program
     
  • Life, Health & Disability Insurance
     
  • Annuities  
                                                                                                                           
  • Long Term Care Insurance
     
  • Buy and Sell Agreement Funding
     
  • Key Person Life Insurance
     
  • Financial Needs Analysis
     
  • Estate Cost Analysis
     
  • Financial Profiles

    INVESTMENTS*
  • Mutual Funds
     
  • Money Market Funds
     
  • Managed Accounts
     
  • College Funding 529 Plans
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  • Variable Annuities

    EMPLOYEE BENEFITS
  • Pension-Profit Sharing Plans
     
  • 401(k) & 403(b) Retirement Plans
     
  • Group Health Insurance
     
  • Selective Executive Retirement Plans
     
  • Executive Bonus Plans
     
  • Salary Continuation Plans
     
  • Deferred Compensation Plans
     
  • Benefit Analysis & Communications
     
  • Simplified Employee Pension
     
  • IRA Transfers and Rollovers