Personal and Business Solutions

Financial Position

  • Balance Sheet
  • Cash Flow
  • Cash Reserve
  • Debt Management

Protection Planning

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care

Investment Planning

  • Asset Allocation
  • Education Funding Strategies
  • Portfolio Optimization

Tax Management

  • Income Tax Analysis
  • Estate Tax Analysis
  • Captial Gain/Loss Analysis

Retirement Planning

  • Social Security
  • Distribution Planning
  • Funding Analysis

Estate Planning Strategies

  • Will Analysis
  • Wealth Preservation & Transfer
  • Trust Utilization

Succession

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualfied Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance