OUR PRODUCTS & SERVICES
SERVICES
- Analysis of current coverages & cost effectiveness
- Asset allocation
- Considerations for proper management of family assets
- Business perpetuation planning
- College planning
- Identification of potential risk exposure
- Income strategies
- Long-term care protection
- Helping to minimizing probate expenses, delays & publicity
- Multi-generational IRAs
- Personal financial needs analysis
- Portfolio analysis and redesign
- Minimization of estate taxes
- Retirement plan distributions
- Retirement planning
- Risk/return evaluation
- Tax free and tax deferred investment strategies
PRODUCTS
- 401k Pension & Profit Sharing Plans
- Brokerage accounts
- Disability insurance
- Fixed annuities
- Individual retirement plans
- Life insurance
- Long term care
- Variable annuities