Personal Solutions - We provide an extensive range of products and services to assist you in resolving current personal and business financial challenges, as well as preparing for the future.
Financial Resource Services
- Assessing life and disability income insurance requirements
- Planning for retirement income needs
- Conducting a budget and cash flow analysis
Retirement Products & Services
- Individual Retirement Accounts (IRAs)
- Retirement Needs Review
- Long Term Care Insurance
Tuition Funding Programs
- College Costs Analysis
- Student Debt Consolidation
Estate Planning
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving
- Estate Planning Trust Drafting
Business Solutions
- Analysis of funding options
- Strategies for buying and selling a business
- Planning for succession in family-owned businesses
- Key person insurance services
- Business continuation planning assistance
Executive Fringe Benefits
- Split dollar insurance options
- Funding for deferred compensation plans
- Salary continuation plan solutions
- Non-qualified executive fringe benefit offerings
Employee Benefit Program
- Life and disability income insurance options
- Pension, profit sharing, and 401(k) plan solutions
- Payroll deduction plan offerings
- Savings Incentive Match Plan for Employees (SIMPLE) IRA services
- Non-qualified retirement program assistance