Financial Services
Whatever your dreams, we offer productive strategies to help them become a reality. Here are just a few of the financial opportunities awaiting you:
Provide strategies for wealth accumulation and conservation
Meet insurance needs for life, disability, and long-term care
Retirement Planning
Estate Planning
Fund your children’s education
We are committed to helping our clients achieve their financial goals for themselves, their families, and their businesses by providing strategies for asset accumulation, preservation, and transfer.
Our experience encompasses a broad spectrum of services geared toward individuals and business owners.
We specialize in:
- Retirement rollovers from 401Ks Deferred Pensions, Thrift Savings Plans, Profit-Sharing Plans, KEOGH Plans
- IRA Transfers
For the Individual
- Analysis of your current financial situation
- Establishment of personal objectives
- In-depth evaluation of opportunities available
- Implementation of your plan, using an extensive portfolio of competitive financial products
For the Business Owner
- In-depth analysis of your financial situation and current assets
- Assessment of employee benefit programs; group health, life, dental, and long-term disability insurance; pensions and profit-sharing plans; deferred compensation for highly paid executives
- Evaluation of business insurance programs, including buy-sell agreements, key-person employee insurance, and estate planning