Services

Your future is our primary focus. That is why our firm specializes in helping individuals develop sound financial strategies while feeling confident with their decisions. By focusing on money management and other critical issues to your financial well-being, we assist you as you reach your full financial potential.

Investing, insurance, estate conservation, and preserving wealth are crucial yet complex topics. We educate our clients about financial concepts and products through personalized, hands-on service and take the mystery out of managing your money.

Estate Planning

Wealth Building, Conservation, and Distribution
Income to Wealth Transition Process®
Planned Giving Strategies

Investment Planning

Allocation Models
Managed Money Platforms
Variable and Fixed Annuities
Stocks, Bonds, and Mutual Funds

College Funding Strategies

529 Plans
Unique Alternative Strategies

Retirement Planning

Qualified and Non-Qualified Plans
403(b), 401(k)m 457, ROTH, and IRAs
Pension Plans

Insurance Planning

Life, Disability Income, and Long-Term Care
Medical

Business Planning

Buy-Sell Funding
Business Continuation and Succession Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives
Split Dollar and Executive Bonus Plans
Deferred Compensation Planning

Group Benefit Planning

Health and Medical Insurance
Group Disability and Long-Term Care
Group Life
Short Term Disability and Long-Term Disability
Dental
Vision
Ancillary Benefits