Our Services

Services and Solutions

Our professional advisory team provides financial planning services for individuals and business consulting services for businesses. The areas that we focus on include:

Financial Planning Solutions and Services

  • Asset Allocation
  • Mutual Funds
  • Asset Management Programs
  • Stock and Bonds
  • Limited Partnership
  • Self-Directed IRAs
  • Integrated Financial Planning
  • Real Estate Tax-Saving Strategies
  • Tax Strategies Planning
  • Investment Planning
  • Retirement Planning
  • College Funding Planning
  • Risk Management & Insurance Planning
  • Estate Planning
  • Pensions
  • Profit-Sharing & 401(K) Plans
  • Employee Benefit Plans
  • Business Entity Planning
  • Business Succession
  • Executive Benefit Plans
  • Educational Seminars

Risk Management Solutions and Services

  • Term Life Insurance
  • Variable Life
  • Index Life
  • Whole Life & Universal Life
  • Survivorship Life Insurance
  • Critical Illness Insurance
  • Employer Sponsored Life Insurance
  • Disability Income Insurance
  • Health Insurance for individuals, families and businesses
  • Medical Supplemental Insurance for retirees
  • Long Term Care Insurance
  • Variable Annuities, Index & Fixed Annuities