Our Services

Personal

  • Retirement, Legacy, Financial planning and estate analysis
  • Widow, widower counseling
  • Portfolio review and analysis
  • Mutual funds*, fee-based products*
  • Annuities:  Variable* and fixed
  • College funding, 529 plans
  • Life, disability income, long-term care insurance

Business

  • Business continuation, buy-out, ownership transfer plans
  • Salary continuation, executive bonus, deferred compensation, split-dollar plans
  • Business overhead expense
  • Business life insurance
  • Qualified retirement and private pension plans

 Education

  • Seminars are offered on many financial, social and community topics. (Please make sure you are on our email list for upcoming events).