Products & Services

Financial Planning

• Comprehensive Financial Planning
• Hourly Consulting
• Cash Flow/Budgeting
• Tax Planning
• Education Planning
• Retirement Planning
• Estate Planning
• Planned Gifting
• Planning for Long Term Care  

Business Planning

• Retirement Plans
• Pension Plans
  • Cash Balance Plans
  • Target-Benefit Plans
  • Money Purchase Plans
• Profit Sharing Plans
• 401(k) Plans
• 403(b) Plans 
• Stock Bonus Plans and Employee Stock Ownership Plans (ESOP)
• Simple IRA Plans (SIMPLE)
• Simplified Employee Pensions (SEP)
• Business Succession Planning

Wealth Management

• Model Wealth Portfolios
• Strategic Asset Management
• Manager Select
• Personal Wealth Portfolios

Investments

• Common Stock
• Mutual Funds
• Exchange Traded Funds (ETF)
• Unit Investment Trusts (UIT)
• Preferred Stock
• Corporate Bonds
• Municipal Bonds
• Government Securities
• Variable Annuities
• Fixed Annuities

Insurance Planning

• Life Insurance
• Disability Income Insurance
• Long-Term-Care Insurance