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We offer everything from individual planning to business!

Financial Planning

When your self employed its a very thin line between planning for your own financial future and running a company. The success or failure of your company goes hand in hand with your own chances at a secure future. We help you plan for the unseen and give you a real shot at financial independence!

personal & BUSINESS financial services offered

 Personal Solutions - We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.


Financial Resource Services


  • Life & Disability Income Insurance Needs
  • Retirement Income Needs 
  • Budgeting and Cash Flow Study


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


  • Funding Option Analysis
  • Buy - Sell Strategies 
  • Family Business Succession Planning 
  • Key Person Insurance 
  • Business Continuation Planning


Executive Fringe Benefits


  • Executive Bonus Plans 
  • Split Dollar Insurance 
  • Deferred Compensation Funding 
  • Salary Continuation Plans 
  • Non-Qualified Executive Fringe Benefits 


Employee Benefit Program


  • Life and Disability Income Insurance 
  • Pension, Profit Sharing and 401(k) Plans 
  • Payroll Deduction Plans 
  • SIMPLE IRAs 
  • Non-Qualified Retirement Programs