Financial Services & Products

FINANCIAL PLANNING: In-depth analysis of your current financial position, overall objectives and your specific goals and provide future projections, product and timeline recommendations. With changing economic conditions, we help you to make educated decisions about your financial future. Unlike conventional financial planning, our emphasis is financial planning on a tax-free basis.

  • College Funding
  • Retirement Analysis
  • Pension Maximization
  • Traditional IRA, SEP IRA, ROTH IRA Distribution Strategies
  • NEW! Benefits counseling for Federal and State employees
 

COMPETITIVE PRODUCTS: We offer a wide variety of financial products to fit your investment and insurance needs. We do not offer ANY proprietary products so you can be confident of receiving competitive pricing from top rated companies. Additionally, we specialize equity-indexed products which offers upside market potential without downside market volatility:

  • IRAs: Traditional/ROTH/SEP, Pension  and 401k Rollovers
  • Insurance [Life, Health, Disability, Long-Term Care]
  • Group Benefits & Non-Qualified Accounts
 
ESTATE PLANNING: Our advanced market specialists cover complex benefit, tax and estate planning needs:
  • Estate/Trust Funding
  • Large Settlement Structure
  • Special Needs
  • Stretch IRA  
 
BUSINESS PLANNING: Closely held business owners have unique challenges concerning benefits, retirement and, in many cases, succession planning. We provide consulting, design and implementation services to fulfill these needs:
  • Business Succession Planning
  • Executive Compensation
  • Group & Voluntary Benefits
 
SEMINARS & WORKSHOPS: We offer over 20 educational workshops on a variety of topics are also available including custom content. Here is a short list of topics:
  • Tax-Free Retirement
  • Women, Power & Money
  • IRA Rollover Mistakes...more
  • NEW! Avoid costly retirement mistakes [Desgined specifically for Federal/State employees]