Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

401K distribution Strategies

  • A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages.
  • • Leave the money in his/her former employer's plan, if permitted;
    • Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted;
    • Roll over to an IRA; or
    • Cash out the account value

Income Distribution Planning

  • Set up retirement income streams.  This has changed dramatically over the last few years.  The old days of putting all your money in bonds and living off the interest just won't cut it anymore, and likely for a long time to come.  

Investments/Wealth Management

  • Stocks & Bonds
  • Mutual funds & ETF's
  • Alternative Investments
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • 401Ks
  • College Savings Plans
  • Brokerage Accounts
  • Government Securities
  • Annuities, fixed or variable

Financial Planning

  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Planning
  • College Planning

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Key-Man Life Insurance
  • Buy-Sell Agreement funding
  • Disability Income Insurance