Our Services

Financial Planning:

    • Estate Planning
    • Tax Planning
    • Personal Planning / Goal Setting
    • Wealth Management Planning
    • Risk Management / Insurance Planning
    • College Planning
    • Retirement Planning
    • Long Term Care Planning      

Investments:

    • Investment Advisory & Management
    • Asset Management
    • Brokerage Accounts
    • Managed Accounts
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • SIMPLE IRA
    • Educational IRA
    • Keogh Plans
    • Annuities (Fixed, Variable, Indexed)
    • Structured Settlement Annuities

Risk Management:

    • Creative Life Insurance Solutions
    • Disability Income Protection
    • Long Term Care
    • Tax Leveraging / Tax Erosion Abatement / Tax-Free Wealth  Replacement    

Consulting Services:

    • Risk Management Review
    • Estate Planning Analysis
    • Wealth Management
    • Charitable Planning
    • Business Continuation / Succession Analysis
    • Executive Compensation Analysis
    • Structured Settlement Analysis

Corporate Benefits:

    • Executive Carve Out Plans
    • Bonus Arrangements
    • Deferred Compensation
    • Qualified and Nonqualified Retirement Plans

Arrangements
    • Severance Plans
    • Comprehensive Employee Benefits
    • Self- Funded Benefit Plans
    • Third Party Administration