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).