Some of the Specific Services We Provide Include:
- Financial Planning and Investment Advisory Services
- Investment Analysis and Recommendations
- Retirement Planning including current assessment and goal setting
- Establish Investment Accounts, monitor and do periodic reporting
- Estate Planning: To minimize probate, settlement expenses and estate-taxes as well as help achieve the desired distribution objectives
- Coordination with attorney to accomplish estate planning goals
- Business Succesion Planning, Buy-Sell Agreements, Key-person protection
- Risk Management and Insurance Review including:
- Life, Disability, Health and Long Term Care Insurance
- Employee Benefit Plans for Businesses: Medical, Dental, Vision, 401(k) plans & Sect. 125 plans
- Retirement plans including IRAs, SEPs, Simple IRAs, and 401(k) Pension plans
- Income Sufficiency Analysis
- Tax-Deferred and Immediate Annuities
- Various types of College Education funding vehicles
- Review Titling / Ownership of Assets and Beneficiary Arrangements
