Products & Services


PRODUCTS AND SERVICES:

Our Areas of Focus

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Please consult with your attorney or legal adviser for more information on these subjects as we do not provide tax or legal advice.


BUSINESS NEEDS

Business Continuation Planning

  •  Business Overhead Insurance
  •  Disability Buyout
  •  Buy-Sell Arrangements Funding
  •  IRC Section 303 Stock Redemption
  •  Key Employee Insurance

Retirement Planning: Installation & Analysis      

  •  401(k)
  •  Profit Sharing
  •  Money Purchase
  •  Defined Benefit
  •  Simplified Employee Pensions (SEPs)
  •  Simple IRA

       
Employee Benefits Products

  •  Health Insurance
  •  Dental Benefits
  •  Vision Care Benefits
  •  Flexible Benefit Accounts
  •  Group Life Insurance
  •  Short-term & Long-term 
  • Disability Insurance
  •  Long-Term Care Insurance

 
PERSONAL NEEDS 

Family Protection

  •  Pension Income Alternative (PIA)
  •  Life Insurance
  •  Disability Income Insurance
  •  Long-Term Care Insurance
  •  Estate Conservation & Charitable Planning Strategies
  •  Medicare Supplement & Advantage Plans           
  •  Medicare Part D (Drug Coverage)

Wealth Accumulation 

  • Mutual Funds
  • Variable Annuities
  • Traditional and Roth IRA
  • Education Funding Strategies
  • Retirement Planning