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Our Services

I will work with you and your tax and legal advisers to help you select the most appropriate products to suit your specific needs and circumstances.

We offer the assistance with the following products and services:

 Wealth Accumulation Strategies

  • Managed Accounts
  • Annuities
  • Education Funding
  • Mutual Funds
  • IRA (Traditional and ROTH)
  • Retirement Planning

Personal Needs

  • Life Insurance
  • Disability Income Insurance
  • Estate Conservation/Analysis
  • Charitable Gifting Strategies
  • Long-Term Care Insurance

Business Continuation and Planning

  • Business Succession Planning
  • Buy/Sell Arrangements Funding
  • Key Person Arrangements

Executive & Employee Benefit Planning

  • Deferred Compensation
  • Group Life, Health & Disability Income Insurance
  • Flexible Benefit Accounts
  • Managed Care Medical Benefits
  • Selective Executive Retirement Plans
  • Long-Term Care Insurance (Group and Individual Coverage)

Tax-Qualified Retirement Plans

  • 401(k)
  • Profit Sharing
  • Simplified Employee Pension (SEP)
  • Defined Benefit Plans
  • Age-Weighted Safe Harbor Plans