Our Services

We provide a wide range of insurance, investment, and estate planning services and programs designed to serve your particular needs. Our clients are individuals, groups, private businesses, public employees and non-profit organizations. Our combination of evaluation, planning, design and implementation assures individually tailored programs that are comprehensive and competitive in today's market and represent the highest quality and services available.

Services, programs and products provided include the following:

-Estate Review and Planning
-Wills and Trusts (work with qualified attorneys and legal professionals)
-Federal Estate & Gift Taxes (done by qualified CPAs)
-Revocable & Irrevocable Trusts (work with qualified attorneys and legal professionals)
-Charitable Giving Programs
-Retirement Planning
-Qualified Plans
-Non-Qualified Plans
-IRA's
-SEPs
-401K Plans
-SIMPLE IRAs
-Profit Sharing Plans
-Money Purchase Pension Plans
-Business Planning
-Executive Bonus Plans
-Buy/Sell Agreements
-Key-Person Indemnification
-Group Insurance Programs
-Mutual Funds
-Life Insurance
-Complete Insurance Review
-Individual & Group Life Insurance
-Individual & Group Medical Insurance
-Individual & Group Disability Insurance
-Medicare Supplements
-Cancer Insurance
-Long Term Care Insurance

-Dignity Planning
-Survivorship Planning
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck