What we do for our clients

Business Owners:

  • Key Employee Insurance
  • Buy-Sell (Business Succession)
  • Group Health
  • 401K
  • Investment Account
  • Estate Tax Conservation Strategies


Professionals:

  • Disability Income
  • Retirement Plan (SEP, 412i, 401K, Profit Sharing)
  • Life Insurance
  • Group Health
  • Investment Account


Wealthy (Net worth $5 million):

  • Estate Tax Conservation Strategies
  • Financial Planning
  • Long Term Care
  • Ideas for Grandchildren


Executive moves to another company:

  • IRA Rollover

Pre-Retired Executive:

  • ¬†Which Pension payout to select