CLASSIC SERVICES: 

  • Budgeting & Debt Reduction
  • Insurance & Risk Management Assessment
  • Platinum Services* for Concierge Level Clients
RETIREMENT PLANNING:
  • 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).

CORPORATE & PUBLIC SECTOR:
  • 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