What We Do

Our primary work revolves around these 5 areas:

  • Financial Planning
  • Insurance
  • Estate Planning
  • Investment Management
  • 401k & IRA accounts

Through our various advisors, associates, and partners, we implement and oversee:

Individual Benefits

  • Life Insurance: Term, Variable, Universal and Whole Life
  • Medical & Dental Insurance
  • Long-Term Care Insurance
  • Disability Income Protection
  • Tax Management
  • Fixed & Variable Annuities
  • 529 Plans (College Savings)
  • Retirement Strategies
  • Wealth Accumulation Planning

Business Benefits

  • Succession Planning
  • 401(k) Retirement Plans
  • Deferred Compensation Planning
  • Executive Compensation Planning
  • Key Employee Protection
  • Voluntary Supplemental Benefits
  • Employer-paid Supplemental Benefits
  • Group Life and Disability
  • Pension Planning
  • Employer-sponsored 529 Plans
  • Student Loan benefits

Investments

  • 401(k) Rollovers *
  • 403(b) / TSA *
  • 457(b) Plans*
  • Traditional & ROTH IRA *
  • Stocks *
  • Bonds *
  • ETFs *
  • Mutual Funds *
  • Asset Allocation Strategies *
  • Fee Based accounts *

Need help understanding any of these terms? Look at our glossary of investment and insurance terms.