Our Services

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:

                                    Solutions for Businesses & Individuals  Services

  • Financial Needs Analysis
  • Informal Buy-Sell Review
  • Asset Allocation Analysis
  • Informal Business Valuation
  • Current Policy Review
  • Benefit Check-Up

                                                               Financial Needs

  • Business Continuation
  • Estate Conservation
  • Buy-Sell Agreement Review
  • Estate Planning
  • Charitable Giving
  • Retirement Planning
  • College Funding
  • Tax-Deferred Savings
  • Deferred Compensation Plans
  • Income Protection
  • Executive Bonus Plans
  • IRAs (Traditional & Roth)
  • Key Person Insurance
  • Mortgage Protection with Life Insurance
  • Retirement Account Rollovers
  • Executive Benefit Strategies
  • Salary Continuation
  • Pension Plans
  • Split Dollar Plans
  • Survivor Income
  • Supplemental Retirement Income
  • Wealth Accumulation Strategies




  • 401(k), 403(b), SEP and SIMPLE IRAs
  • Annuities (Fixed & Variable)
  • Life Insurance (term, universal, whole)
  • Group (Life, Health, Dental, Vision, Wellness)
  • Disability Income Insurance
  • 529 Plans
  • Mutual Funds
  • Long-Term Care Insurance
  • IRAs (Roth, Traditional, Safe Harbor)
  • Retirement Plans
  • Brokerage Accounts
  • Trust Services