Services
1
Financial Planning

Financial Planning for Individuals
- Fee-Based Financial Planning
- Stock Option Analysis
- Non-Fee Needs Analysis
- Personal Financial Plans
- Focused Needs Plans
- Estate Planning Strategies
Financial Planning for Businesses
Business Continuation Programs
- Key Person Coverage
- Buy-Sell Agreements
- Succession Planning
- Business Overhead Expense
- Disability Buyout
- Employee Stock Ownership Plans (ESOP)
Executive Benefits
- Bonus Plans
- Deferred Compensation Plans
- Split-Dollar Plans
Investments

Investment Advisory and Brokerage Programs
Equity Investments
- Alternative Investments
- Mutual Funds
- Exchange-Traded Fund (ETFs)
- Unit Investment Trusts (growth-oriented)
- Publicly Traded Stocks
Fixed-Income Investments
- Mutual Funds
- Corporate, Municipal and Government Bonds
- Money Markets
- Certificates of Deposit
Retirement Plans
- Simplified Employee Pension Plans
- SIMPLE Plans
- IRA
- 401(k): Owner 401(k), Roth 401(k)
- 457(b)
- 401(k): Owner 401(k), Roth 401(k)
- 403(b)(7)
- Pension/Profit-Sharing
- 412(e) Plan
Annuities
Risk Management

Life Insurance
- Annual Renewable Term
- Equity-Indexed Universal Life
- Level Term
- Whole Life
- Universal Life
- Variable Universal Life
- Survivorship Variable Universal Life
- Survivorship Universal Life
- Corporate Owned Life Insurance
Long-Term-Care Insurance
- Individual Long-Term care
- Hybrid Life Insurance with Long Term Care rider
Disability
For more information about our firm and the services we offer call the office. We would welcome the opportunity to speak with you.
916-614-7637