Broker Check



Financial Planning

<strong>Financial Planning</strong>

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



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


Risk Management

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


For more information about our firm and the services we offer call the office. We would welcome the opportunity to speak with you.


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