CLASSIC SERVICES: 

• Budgeting & Debt Reduction
• Insurance & Risk Management Assessment
• Platinum Services* for Concierge Level Clients

• Investment Analysis/Placement
• Income Planning & Pension Maximization
• TAX-FREE RETIREMENT

ESTATE CONSERVATION:

• Wealth Transfer Design
• Trust Funding
• Settlement Structure & Management
• Special Needs Planning

RETAINER SERVICES: 

• Liberal access via phone calls, emails and/or face-to-face meetings
• Advisor attendance at collaborative meetings with other advisors i.e. CPA, Attorney, HR/Retirement Specialists...
• Complimentary attendance to all MLGA workshops, teleseminars, Business After-Hours and Client appreciation events.
• Complimentary Generational Vault

*Platinum Services include meetings at the clients' location of choice (out of state included).

• Core Benefits (Health, Dental Vision, DIsability, etc.)
• Voluntary Benefits, Legal/ID Theft Plans
• Cost Containment Strategies
• Benefits Communication & Enrollment Solutions
• Retirement Plans (Solo (k), 401(k), SEP IRA and more
• Executive Compensation, Buy/Sell Funding, Key-Man Coverage
• Custom Solutions & Top-Rated Products