CLASSIC SERVICES: 

  • Budgeting & Debt Reduction
  • Insurance & Risk Management Assessment
RETIREMENT PLANNING:
  • Investment Analysis/Placement
  • Income Planning & Pension Maximization
  • Tax-Free Retirement Strategies

ESTATE CONSERVATION:

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

RETAINER SERVICES

  • Priority access via phone, virtual or face-to-face
  • Advisor attendance at collaborative meetings with other advisors i.e. CPA, Attorney, HR/Retirement Specialists...
  • Custom solutions
SMALL BUSINESS & PUBLIC SECTOR:
  • Core Benefits (Health, Dental, Vision, Disability, etc.)
  • Supplemental Insurance
  • Benefit-Cost Containment Strategies
  • Benefits Communication & Enrollment Solutions
  • Individual and Group Retirement Plans
  • Executive Compensation, Buy/Sell Funding, Key-Man Coverage & more
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck