Services
Retirement Accounts
- Traditional IRA
- Rollover IRA
- ROTH IRA
- SIMPLE IRA (employer sponsored)
- SEP IRA (Simplified Employee Pension, for the self employed)
- Mutual Funds (BOTH active, and passive)
- Third Party Asset Managers (TPAM's)
- Individual Securities
Annuities
- Variable Annuities
- Fixed Annuities
- Index Annuities
Life Insurance
- Permanent Life
- Term Life
- Executive Benefit Plans (i.e. Golden Handcuff")
- Key Person
- Deferred Compensation
- Buy/Sell arrangements
- Estate Conservation
Education
- 529 Plans
- UTMA Accounts
- Coverdell Education Savings Accounts
Retirement Income Planning
Financial Planning
Medicare Supplements
Tax Planning and Tax Preparation
Worksite Education (Group & Individual)
Medicare & Social Security Educational Events
For more information about our firm and the services we offer, please call our office.
We would welcome the opportunity to speak with you.