Broker Check

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