retirement planning
-Traditional/Roth IRAs
-SEP IRAs
-Pension Plans
-401(k) Rollovers
Income Protection
-Disability
-Death
-Illness
life insurance
There are many benefits to having life insurance. Like Protecting your Income, Paying off your Mortgage, Paying for your child's Education and Protecting your business. But certain plans can give you the opportunity to Utilize your life insurance as an Asset, helping you cover future long-term care costs and offering you a supplemental income at retirement. Today's life insurance has many more features, including the ability to access your death benefit during your lifetime. We will help you choose the right plan, with the right coverage.
Disability Income Insurance
Protection for your most valuable asset, your income earning potential. Disability income insurance provides income if you are unable to work because of an illness or injury.
Business planning
-Buy/Sell Funding Plans
-Key Person Insurance
-Executive Bonus Plans
-Optimized Tax Strategies
Employer benefits
-Group Health
-Retirement Plan Benefits
-Group Life Insurance
Estate Planning
Often one of the last plans to be put in place is an Estate Plan, but what will happen to your estate when you pass away? The estate planning process helps you to identify the values of your assets, decide how to pass on those assets to your heirs, and helps you develop strategies to avoid excessive taxes or any extra burden upon your loved ones.