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Our Services

  • Providing qualified and non-qualifed retirement benefit plans.
  • Deferred compensation and salary continuation plans designed to help protect and reward highly valued employees.
  • Implementing financial solutions that address the needs of key executives.
  • Providing an analysis of existing benefit plans for the purpose of helping employers design and implement a voluntary benefit package that enhance the cost effectiveness and appeal of employer-provided programs.
  • Ongoing communications with employees and employers.
  • Conducting in-house seminars to address financial topics and strategies directly impacting today's employees.

Investments

  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Stocks 
  • Bonds
  • Wealth Management Accounts
  • CDs

Qualified Plans

  • Profit Sharing and Money Purchase Plan Funding
  • 401(k)
  • Roth IRA
  • SEP

Non Qualified Plans

  • Voluntary Benefits Plans
  • Funding Options for Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation/Salary Continuation Plans

Protection Strategies

Business Succession and Estate Conservation Strategies

While we are not in the business of offering tax or legal advice, we can work with you and your professional advisors to help you select the most appropriate products and services for your personal situation and provide information in the areas of:

  • Business Succession
  • Income and Estate Tax Consequences of Qualified Plans
  • Charitable Giving Strategies
  • Long-Term Care Insurance

Income Replacement Insurance Products

Disability Income Insurance today plays a significant role in a financial strategy. We help you review and select features that are appropriate to your situation:

  • Disability Income Protection
  • Non-cancelable/Guaranteed Renewable Coverage available
  • Business Overhead Expense Insurance
  • Multi Life Discounts

Life Insurance

  • Variable Life, Universal Life and Whole Life Insurance
  • Term Life Insurance
  • Payroll Deduction Life Insurance
  • Key Person Protection
  • Accident Death & Dismemberment Coverage