Services & Products

I provide assistance in the following areas:

Personal Services

  • Protection Needs Analysis
  • Budgeting Check-up
  • Retirement Income Strategies
  • Tax Mitigation
  • College Funding Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies
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Business Services

  • Business Continuation
  • Business Valuation
  • Buy-Sell
  • Cross-Purchase
  • Executive Bonus Plan (Section 162)
  • Key-Person Protection
  • Liquidity Strategies
  • Non-Qualified Deferred Compensation / Salary Continuation
  • Ownership Transition
  • Qualified Plans
  • Split-Dollar Arrangements
  • Succession Planning
  • Tax Mitigation
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Insurance

  • Life Insurance
  • Disability Income Insurance
  • Critical Illness Protection
  • Long Term Care Protection
  • Health Insurance

Savings

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • 403(b)
  • 457(b)
  • Fixed Annuity
  • Indexed Annuity
  • Cash Value Life Insurance