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Comprehensive Strategy

We will help you develop a comprehensive strategy for your financial
goals, your dreams, and your life’s journey..

1. Retirement Strategies

Your life’s journey should include a comfortable retirement.We will help you select and capitalize on the right tax-favored retirement program and other strategies to help you achieve your dreams for retirement.

  • Roth, Traditional, SEP and SIMPLE IRAs
  • Profit Sharing and 401(k) plans
  • Supplemental Executive Retirement Plans
  • Retirement Plan Protection

2. Investment Strategies

We can help you determine an appropriate asset allocation strategy and recommend products based on an understanding of your objectives, priorities and risk tolerance.

  • Wealth Accumulation and Transfer Consulting
  • Asset Allocation and Investment Strategies
  • Retirement and Elder Care Needs
  • Mutual Funds
  • College Funding 529 Plans

3. Business Strategies

All businesses go through a life cycle, from the first year of operation to the time you sell or transfer your interest. We will provide professional assistance to help you manage your business strategies to meet your goals.

  • Succession Planning/Exit Strategies
  • Key Employee Retention
  • Buy/Sell Agreement Funding
  • Group Life, Health* and Disability Income Insurance and other employee benefits

4. Estate Planning

When planning your estate, it is important to address the accumulation, use and preservation of assets, as well as tax, legal and financial concerns. Sound planning will help to ensure that the maximum amount of your estate will be passed on to your heirs.

  • Comprehensive Trust Services
  • Estate Reduction Strategies
  • Liquidity Strategies Pay Estate Taxes
  • Family Income and Asset Strategies

5. Insurance Strategies

Everyone needs a strategy to help protect against the adverse financial consequences of one or more of the basic human risks — outliving one’s financial resources, disability, or premature death.

  • Term,Whole Life, Universal Life, and Variable Life Insurance
  • Survivorship Whole Life and Universal Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance