Our Services

We provide a full range of financial services and products from over 1000 select companies.


Our planning services for Individuals & Businesses include:(Do you have the answers?)

  • Asset and Risk Management
    • Safe Money Investing (Principal Protected) 

  • Retirement Planning
  • Estate Analysis and Planning (Wealth Transfer Strategies)
  • Charitable Giving
  • Asset and Risk Management
  • Wealth Accumulation
  • Tax Planning

    Life stage and Life Event planning profiles:

    We offer a profile generated information package on your (4) Life Stages as well as Life Event Profiles. For example: Stage 4 planner encompases the following:

 

  • Non-Qualified Executive Benefit Plans
    (these plans are offered IN ADDITION to your current qualified plan)
  • Business Continuation & Succession Planning
  • Pension Consulting, Design & Implementation
  • Executive Compensation Design *Employee Benefit Analysis

Our planning services for Individuals include:

  • Travel and Leisure
    Vacation destinations, hobbies, arts & culture, family
  • Legacy
    Estate planning, wealth transfer, charitable giving, wills, trusts
  • Where to Live
    Planning your move, owning vs. renting, choosing a spot
  • Working
    Starting a business, volunteering, tax tips
     
  • Lifelong Learning
    Adults education, learning new
    skills
     
  • Health & Fitness
    Staying healthy, finding specialists,
    insurance needs

Life Events:
  • Wealth Transfer
  • Marriage
  • Divorce
  • Remarriage
  • College
 
  • Death of Spouse
  • Death of Parent
  • Inheritance
  • New Job
  • Retirement

 

Insurance Products Include*:

  • Life and Disability
  • Long Term Care
  • Medical/Dental/Vision
  • Fixed Annuities