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Investment/Retirement Planning
Sound strategies to help you reach your financial goals.
· Portfolio analysis
· Pension analysis
· Penalty-free withdrawals
· Income flow
· Mutual Funds
· Annuities
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Medicare Supplement Insurance
Products that work with Medicare to meet your changing needs.
· Multiple plans
· Easy claim filing
· RX Plans
Health and Medical Insurance
Provides money, when you need it the most, due to a sickness or injury.
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Estate Planning
Preserving and passing on the assets you have worked hard to create.
· Asset protection
· Charitable giving
· Wealth Transfer
· Gifting
Long-Term Care Insurance
· Provides money to help cover the cost of
providing care if you are unable to perform the activities of a daily living.
Life Insurance
Protects you and your loved ones against the financial risk associated with death.
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· Income replacement
· Doctors’ bills
· Lump sum payments
· Hospital expense
College Education Planning
Planning to help you answer the three tough questions…
· How much will it cost?
· How much must you save?
· How to save?
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Business Insurance
Plans to help you attract and retain employees.
· Retirement Plans
· 401k, Simple IRA, SEP
· Profit Sharing/Money Purchase
· Stock Redemption
· Deferred Compensation
· Executive Compensation Plans
· Group Insurance
· Life, Disability, HSA’s
· Health, Dental
· Cafeteria Plans (section 125)
Plans to help you preserve your business.
· Buy-Sell Arrangements
· Key-Employee Insurance
· Business Continuation Plans
· Business Overhead Insurance
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Worksite Marketing
Voluntary benefits employees can purchase through payroll deduction.
· Life Insurance
· Disability
· Dental
· Accident
· Critical Illness
· Annuities
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