Our Services

A. Business Planning

1. 1. 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

• • • • 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