Our Services

SERVICES FOR BUSINESSES

DESIGNING AND COMMUNICATING EMPLOYEE BENEFIT PROGRAMS

•Group Life        •Group Health       •Group Dental

•Long-Term Disability       •Short-Term Disability 

•Long Term Care Insurance   •Flexible Spending Accounts

KEY EMPLOYEE BENEFITS

•Bonus Programs      •Split Dollar Programs

•Deferred Compensation Programs

RETIREMENT PLANNING AND FINANCIAL NEEDS ANALYSIS

 •SEP   •SIMPLE IRA   •401(k)  

•Profit Sharing     •Financial Strategies

BUSINESS CONTINUATION AND ESTATE PLANNING

 •Inactive Ownership   •Death   •Disability    •Retirement

 

SERVICES FOR INDIVIDUALS

ASSET ACCUMULATION

 •Financial Strategies     •Retirement  

•College Education Planning       •Other Accumulation Goals

ASSET PRESERVATION AND DISTRIBUTION

 •Retirement  Estate Analysis 

•Retirement  Retirement Planning 

•Retirement  Long Term Care Insurance

RISK MANAGEMENT

 •Retirement    •Death    •Disability

•Long Term Care   •Medical Insurance