Our Services

A. Business Planning

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      1. Group Benefits
         
         • Medical Insurance
         • Dental Insurance
         • Disability Insurance
         • Retirement Plans
           
           a) 401k’s
           
           b) Profit Sharing
           
           c) Pension Plans
           
           d) Money Purchase Plans
           
           e) SEP’s
           
           f) Simple’s
           
           g) Nonqualified deferred compensation plans
           
           h) Key-person and buy-sell life and disability insurance plans. 
         
         
         
         
      
      
      
      
   
   
   
   

B. Personal Planning

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      • Comprehensive Planning
        
        1. Estate planning
        2. Retirement Planning
        3. Insurance Planning
        4. Investment Planning
        
        
        
        
      • Life Insurance
      • Disability Insurance
      • Long Term Care
      • Mutual Funds
      • Fixed and Variable Annuities
      • Asset Management