Broker Check

Our Services

Personal Planning Strategies

Risk Management

  • Emergency Reserve Strategies
  • Savings Strategies
  • Protection Planning
  • Employee Benefits Integration
  • Life Insurance Audit
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Elder Care Benefits

Retirement Planning

  • 401(k) and 403(b) Plans
  • Deferred Compensation
  • Income Needs Analysis
  • Profit Sharing Plans
  • Retirement Distribution Strategies
  • Social Security Analysis

Estate Planning

  • Estate Tax Projections
  • Tax Minimization Strategies
  • Advanced Gifting Techniques
  • Family Business Integration
  • Trust Planning Services
  • Trust Management Services
  • Life Insurance Trusts
  • Healthcare Proxies
  • Will Management

Education Funding

  • ABLE Accounts
  • Student Loan Management
  • 529 Plans
  • Coverdell Accounts
  • UTMA/UGMA Accounts
  • Higher Education Cost Analysis

Wealth Management Strategies

  • Securities Brokerage Services
  • Alternative Asset Offerings
  • Tax Mitigation Strategies
  • Diversification Strategies
  • Wealth Transfer Planning
  • Institutional Managed Accounts
  • Passive Investments

Legacy Planning

  • Family Governance & Education
  • Philanthropic Planning
  • Private Banking Integration
  • Charitable Gifting Strategies
  • Family Gifting Strategies

Business Planning Strategies

Business Protection

  • Evaluation Analysis
  • Buy/Sell Strategies
  • Key Person insurance
  • Business & Personal Plan
  • Integration

Succession Planning

  • Transition Timetable
  • Legacy Planning
  • Estate Equalization
  • Purchase Agreements
  • Sellability Score

Corporate Planning Strategies

Retirement Planning

  • 401(k) and 403(b) Plans
  • Profit Sharing
  • Simplified Employer Pension
  • Simple IRAs
  • Defined Benefit
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Reward Key Employees

  • Non-Qualified Selective Benefits
  • Deferred Compensation Plans
  • Salary Continuation Plans
  • Executive Bonus Plans
  • Split Dollar Arrangements
  • Financial Planning Packages
  • Estate Planning Integration

Employee Benefits

  • Health Insurance
  • Short & Long Term Disability
  • Group Life Insurance
  • Accidental Death & Disability Insurance
  • Long-Term Care Insurance
  • Dental Insurance
  • HSA, HRA, & FSA Plans
  • Supplemental Employee Benefit Plans

Specialty Services

Family Business Planning

  • Succession Planning
  • Protection Strategy
  • Growth Strategy
  • Family Business Coaching

Socially Responsible Investing

  • Impact Investing
  • Alternative Investments
  • ESG Incorporation & Screening
  • Shareholder Advocacy
  • Community Investing
  • Divestment Strategies
  • Values-Based Investing

Special Needs Planning

  • Special Needs Trust Funding
  • Risk Management
  • Management of Government Resources
  • Life Care Planning
  • Community Support & Philanthropy
  • Educational Workshops & Seminars