What We Do
• Financial Services • Insurance • Estate Planning • Investment Management • 401(k)* & IRA accounts
Through our various advisors, associates, and partners, we implement and oversee:
Individual Benefits
- Life Insurance: Term, Variable, Universal and Whole Life
- Medical & Dental Insurance
- Long-Term Care Insurance
- Disability Income Protection
- Tax Management
- Fixed & Variable* Annuities
- 529 Plans* (College Savings)
- Retirement Strategies*
- Wealth Accumulation Planning*
Business Benefits
- Succession Planning
- 401(k) Retirement Plans*
- Deferred Compensation Planning
- Executive Compensation Planning
- Key Employee Protection
- Voluntary Supplemental Benefits
- Employer-paid Supplemental Benefits
- Group Life and Disability
- Pension Planning
- Employer-sponsored 529 Plans*
- Student Loan benefits
Investments
- 401(k)*
- 403(b) / TSA*
- 457(b) Plans*
- Traditional & ROTH IRA*
- Stocks*
- Bonds*
- ETFs*
- Mutual Funds*
- Asset Allocation Strategies*
- Fee Based accounts*
Need help understanding any of these terms? Look at our glossary of investment and insurance terms.