Our Services

Our approach is always tailored to your specific needs and we will always sit on the same side of the table with our clients as their trusted advisors.

Once your goals have been established via the initial interview process, it is through comprehensive analysis and our wealth management approach that we can narrow the focus to the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. We are equally committed to providing our corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans. Lastly, we will walk you through a step-by-step process and answer any questions you might have to insure you are confident in your decisions.

We can help you execute a sound financial program utilizing the following products and services:

 

Business Planning and Services

Employee Benefits


  • Group Health Insurance (Fully Funded, Self Funded)
  • Group Life Insurance
  • Group Disability Income Insurance (STD, LTD)
  • Group Dental and Vision
  • Pension and Profit Sharing Plans
  • Section 125 Plans



Key Person Protection


Business Continuation (Analysis, Planning and Funding)


Executive Bonus Plans


Deferred Compensation Plans


Salary Continuation Plans


Wealth Creation and Preservation


 


Personal Planning and Services


Personal Insurance



  • Life Insurance
  • Health Insurance
  • Disability Income Insurance
  • Long Term Care Insurance



Family Needs Analysis


Investment Analysis


Education Plans


Retirement Planning



  • IRA’s
  • Annuities
  • Savings Plans
  • Wealth Accumulation and Management



Income Tax Planning


Estate Planning (Analysis, Planning and Funding)


Charitable Giving


Wealth Creation and Preservation