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IF YOUR FUTURE COULD TALK
TO YOU WHAT WOULD IT SAY
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AREAS OF EXPERTISE
BUSINESS PLANNING
Emphasizing on employee benefits, as well as helping business Owneres accomplish his/her goals in business transition, in the event of death, disability, or retirement. We work with the client's attorney or accountant in establishing a sound business plan according to our client's goals.
RETIREMENT PLANNING
Providing benefits and planning to accomplish retirement goals for our clients. These may include IRA's, SEP's, 401K plans and rollovers from these plans to an Individual Retirement Account. We design the right plan for your firm size. The proper retirement plan will vary with each firm's size and ultimate goal.
ESTATE PLANNING
Working with the Owner and his/her advisors in accomplishing personal goals, to reduce potential taxation and provide a plan which allows the estate to be passed on in the best manner possible.
Our company offers the following primary services:
1. Retirement Planning (SEP's, IRA's, 401K Plans, etc.)
2. Annuities
3. Pension and 401K Rollovers
4. Partnership Planning and Shareholder Buy-Sell Agreements
5. Life Insurance
6. Tax Planning
7. Medical Health Savings Accounts
8. Group Health Insurance - All Carriers
9. Individual Health Insurance
10. Employee Benefits
11. Mortgage Life Insurance
12. Business Continuation Planning
13. Computer Assisted Estate Planning and Financial Planning
14. Individual and Group Disability Income Protection Insurance
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